PowerShares S&P SmallCap Consumer Discretionary Pf
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$106.83
- Net Assets:$0 Million
- NAV:$107.4
- Premium-0.53%
- Peer Rank:379 of 559
- Investment Rating:C-
- Performance:C+
- RiskC
We rate Invesco S&P SC Cnsmr Discr at C-. Positive factors that influence this rating include a low price volatility, low expense structure and long term portfolio management tenure. The fund invests approximately 100% of its assets in stocks and may be considered for investors seeking a Growth - Domestic strategy.
Total return ranks below peers over the last three years. The Invesco S&P SC Cnsmr Discr has returned an annual rate of 11.80% since inception. More recently, the fund has generated a total return of 13.29% in the last five years, 1.60% in the last three years, and 17.18% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 88% of them. It has also outpaced 43% of its competitors on a three year basis and 72% of them over the last year for the period ending 2/29/2024. On a year to date basis, PSCD has returned 3.52%.
Downside risk has been above average. PSCD has a draw down risk of -39.82%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 26.6%. This fund has experienced excessive volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As PSCD is an exchange traded fund, it has no front end or back end load.
The Invesco S&P SC Cnsmr Discr is managed by Michael C. Jeanette at Invesco Capital Management LLC. This fund is one of 201 Invesco Capital Management LLC exchange-traded funds launched since 3/10/1999 that we track.