- Last Ratings Update:01/31/2015
- Price as of 01/31/2015 :$25.13
- Net Assets:$713.3 Million
- Peer Rank:172 of 289
- Investment Rating:C+
We rate PowerShares DB US Dollar Bullish Fd at C+. This overall rating indicates it is among the top 10% of all closed end funds in its peer group. Positive factors that influence this rating include a low price volatility and low expense structure. The fund may be considered for investors seeking a Growth - Domestic strategy.
POSITIVES AND RISKS
Total return ranks below peers over the last three years. The PowerShares DB US Dollar Bullish Fd has returned an annual rate of 0.22% since inception. More recently, the fund has generated a total return of 1.22% in the last five years, 4.49% in the last three years, and 15.12% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 17% of them. It has also outpaced 39% of its competitors on a three year basis and 73% of them over the last year for the period ending 1/31/2015. On a year to date basis, UUP has returned 4.84%.
Downside risk has been below average. UUP has a draw down risk of -7.53%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 6.6%. This fund has had very little volatility in its monthly performance over the last 36 months. As of 1/31/2015, the fund was trading at a price of $25.13, which is 0.3% below its 52-week high of $25.21 and 4.2% above its 52-week low of $24.11.
High expense ratio hinders performance. On total assets of $713.30 million, UUP maintains a high expense ratio compared to its Growth - Domestic peers of 0.82% to cover all operating costs. Brokerage costs for the fund to buy and sell shares are not included in the expense ratio. As UUP is an exchange traded fund, it has no front end or back end load.
The PowerShares DB US Dollar Bullish Fd is managed by Ty Anderson at DB Commodity Services LLC. This fund is one of 23 DB Commodity Services LLC exchange-traded funds launched since 2/3/2006 that we track.
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