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PZI: PowerShares Zacks Micro Cap ETF (ETF)
Basic Info
Asset Class: | SMALL VALUE |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/19/2005 |
Last Dividend Date: | 06/18/2018 |
12-Mo. Yield | 0.00% |
Expenses | 0.70% |
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Performance Analytics (As of 08/27/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/19/2005 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 1.9 | 5.9 | 9.2 | 3.0 | 15.5 | -16.6 | 6.9 | 24.1 | -3.5 | -2.6 | 44.7 | 18.4 | -14.1 | 23.4 | 12.1 | -41.8 | -13.3 | 18.0 | 2.2 |
Sharpe Ratio | NA | -0.21 | 0.78 | 0.2 | 0.57 | 0.09 | 12.36 | -1.16 | 0.5 | 1.42 | -0.25 | -0.15 | 2.89 | 1.11 | -0.43 | 0.82 | 0.32 | -1.0 | -0.84 | 0.92 | 0.24 |
Draw Down(%) | NA | 26.4 | 26.4 | 26.4 | 34.3 | 70.4 | 1.8 | 26.4 | 8.4 | 15.4 | 13.9 | 15.5 | 6.3 | 12.5 | 34.3 | 28.3 | 39.6 | 54.4 | 22.3 | 15.4 | 9.1 |
Standard Deviation(%) | NA | 15.2 | 14.3 | 15.1 | 21.6 | 23.6 | 12.9 | 15.4 | 12.8 | 16.7 | 14.3 | 16.8 | 15.4 | 16.7 | 33.0 | 28.6 | 37.4 | 42.6 | 19.4 | 16.1 | 14.3 |
Treynor Ratio | NA | -0.05 | 0.15 | 0.04 | 0.13 | 0.02 | 1.93 | -0.29 | 0.07 | 0.3 | -0.05 | -0.02 | 0.43 | 0.19 | -0.14 | 0.2 | 0.13 | -0.49 | -0.17 | 0.14 | 0.04 |
Alpha | NA | -0.01 | 0.01 | -0.01 | -0.01 | -0.02 | 0.06 | -0.04 | -0.01 | 0.02 | 0.0 | -0.05 | 0.02 | 0.0 | -0.04 | -0.01 | -0.05 | -0.08 | -0.03 | -0.01 | 0.0 |
Beta | NA | 0.63 | 0.72 | 0.79 | 0.95 | 0.93 | 0.82 | 0.62 | 0.93 | 0.78 | 0.72 | 1.06 | 1.03 | 0.99 | 1.03 | 1.15 | 0.92 | 0.87 | 0.96 | 1.07 | 0.91 |
RSquared | NA | 0.4 | 0.5 | 0.56 | 0.82 | 0.85 | 0.68 | 0.39 | 0.59 | 0.61 | 0.59 | 0.72 | 0.79 | 0.85 | 0.93 | 0.93 | 0.95 | 0.91 | 0.89 | 0.86 | 0.9 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/19/2005
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