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PZA: PowerShares National AMT-Free MuniBd ETF (ETF)
Basic Info 27.09 0.06(0.22%) May 14
| Asset Class: | Muni National Long |
| MyPlanIQ Rating: | (40%) |
| Start Date: | 10/11/2007 |
| Last Dividend Date: | 04/19/2021 |
| 12-Mo. Yield | 2.44% |
| Expenses | 0.28% |
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Performance Analytics (As of 05/14/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.1 | 0.7 | 6.6 | 5.5 | 3.5 | 5.0 | 4.4 | 5.1 | 9.0 | 0.2 | 5.9 | 0.8 | 3.9 | 15.3 | -7.1 | 9.8 | 13.7 | -0.4 | 17.6 | -11.7 | 0.9 |
| SR | NA | 0.62 | 2.37 | 0.46 | 0.34 | 0.71 | 0.49 | 0.28 | 2.84 | -0.39 | 1.55 | 0.17 | 1.08 | 4.44 | -1.12 | 2.83 | 2.48 | -0.06 | 2.58 | -0.73 | 0.28 |
| DD(%) | NA | 2.8 | 2.8 | 21.7 | 21.7 | 21.7 | 24.5 | 21.7 | 1.7 | 2.8 | 1.9 | 7.1 | 3.4 | 1.7 | 12.0 | 2.7 | 4.7 | 9.7 | 4.7 | 24.5 | 3.0 |
| SD(%) | NA | 3.2 | 2.8 | 10.1 | 8.1 | 6.5 | 8.1 | 17.0 | 2.7 | 3.0 | 3.4 | 3.5 | 3.6 | 3.4 | 6.4 | 3.5 | 5.5 | 8.8 | 6.8 | 17.4 | 7.5 |
| TR | NA | 0.02 | 0.07 | 0.04 | 0.02 | 0.04 | 0.03 | 0.04 | 0.1 | -0.01 | 0.06 | 0.01 | 0.06 | 0.22 | -0.06 | 0.09 | 0.1 | 0.0 | 0.15 | -0.08 | 0.03 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.02 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 |
| Beta(%) | NA | 1.06 | 0.92 | 1.18 | 1.11 | 1.08 | 1.22 | 1.22 | 0.75 | 0.8 | 0.89 | 0.73 | 0.7 | 0.7 | 1.13 | 1.06 | 1.34 | 1.15 | 1.14 | 1.66 | 0.8 |
| RS | NA | 0.56 | 0.41 | 0.37 | 0.37 | 0.37 | 0.36 | 0.38 | 0.39 | 0.33 | 0.47 | 0.42 | 0.21 | 0.2 | 0.44 | 0.5 | 0.45 | 0.16 | 0.37 | 0.42 | 0.11 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/11/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni National Long Asset Class Trend Rankings |
Top Rated Funds in Muni National Long
Best Mutual Funds
- CATZX (Columbia AMT-Free Tax-Exempt Bond Z) 0.0% (81%)
- DTFIX (Delaware Tax-Free USA Instl) 0.08% (80%)
- FAARX (Nuveen All-American Municipal Bond I) 0.0% (77%)
- PFMIX (PIMCO Municipal Bond Instl) 0.0% (75%)
- FHIGX (Fidelity Municipal Income) 0.0% (73%)
- EIHMX (Eaton Vance National Municipal Income I) 0.0% (72%)
- VWLTX (Vanguard Long-Term Tax-Exempt) 0.0% (72%)
- GUIRX (Goldman Sachs Municipal Income IR) 0.06% (71%)
- VWLUX (Vanguard Long-Term Tax-Exempt Adm) 0.0% (70%)
- MIMIX (MFS Municipal Income I) 0.0% (70%)
Best ETFs
- XMPT (Market Vectors® CEF Municipal Income ETF) 0.31% (93%)
- PZA (PowerShares National AMT-Free MuniBd ETF) 0.22% (40%)
- MLN (Market Vectors Long Municipal ETF) 0.05% (34%)
Best Closed End Funds
- BKN (BlackRock Invst. Quality Muni Common) 1.04% (100%)
- NEV (Nuveen Enhanced Municipal Value) 1.13% (99%)
- PMO (Putnam Municipal Opportunities Common) 0.07% (99%)
- NUV (Nuveen Municipal Value) 0.90% (98%)
- NZF (Nuveen Dividend Advantage Muni 3) 0.30% (98%)
- NXR (Nuveen Select Tax Free Inc 3) 0.62% (97%)
- NVG (Nuveen Div Adv Muni Inc) 0.64% (97%)
- MUI (BlackRock Muni Intermediate Duration) 0.20% (96%)
- NXP (Nuveen Select Tax Free Inc) 0.58% (96%)
- NEA (Nuveen AMT-Free Municipal Inc) 0.27% (95%)
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