- Last Ratings Update:12/31/2014
- Price as of 12/31/2014 :$73.86
- Net Assets:$186.6 Million
- Peer Rank:54 of 295
- Investment Rating:B+
We rate PowerShares Dynamic Market at B+. Positive factors that influence this rating include a well above average total return, 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.
POSITIVES AND RISKS
Total return ranks very high in comparison with peers over the last three years. The PowerShares Dynamic Market has returned an annual rate of 10.28% since inception. More recently, the fund has generated a total return of 15.27% in the last five years, 22.75% in the last three years, and 10.31% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 81% of them. It has also outpaced 91% of its competitors on a three year basis and 62% of them over the last year for the period ending 12/31/2014. On a year to date basis, PWC has returned 10.31%.
Downside risk has been below average. PWC has a draw down risk of -6.86%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 11.5%. This fund has had moderate volatility in its monthly performance over the last 36 months. As of 12/31/2014, the fund was trading at a price of $73.86, which is 1.4% below its 52-week high of $74.91 and 4.3% above its 52-week low of $70.82.
High expense ratio hinders performance. On total assets of $186.60 million, PWC maintains a high expense ratio compared to its Growth - Domestic peers of 0.60% to cover all operating costs. Brokerage costs for the fund to buy and sell shares are not included in the expense ratio. As PWC is an exchange traded fund, it has no front end or back end load.
The PowerShares Dynamic Market is managed by Peter Hubbard at Invesco Powershares Capital Mgmt LL. This fund is one of 115 Invesco Powershares Capital Mgmt LL exchange-traded funds launched since 5/1/2003 that we track.
Select the service that is right for you!COMPARE ALL SERVICES
Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.
- Real Money + Doug Kass Plus 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV