PowerShares KBW Property & Casualty Insuran

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KBWP : n.a. : Financial
$49.93 -0.14 | -0.28%
Today's Range: 49.85 - 50.16
Avg. Daily Volume: 11,500
07/25/16 - 3:21 PM ET
  • Last Ratings Update:06/30/2016
  • Price as of 06/30/2016 :$49.75
  • Net Assets:$9.8 Million
  • NAV:$49.87
  • Premium-0.24%
  •   
  • Peer Rank:13 of 323
  • Investment Rating:A-
  • Performance:B+
  • RiskB
KBWP Price Chart

SUMMARY


We rate PowerShares KBW Prop & Casualty Ins at A-. 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 well above average total return, 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.


POSITIVES AND RISKS


Total return ranks very high in comparison with peers over the last three years. The PowerShares KBW Prop & Casualty Ins has returned an annual rate of 16.20% since inception. More recently, the fund has generated a total return of 14.99% in the last three years, 10.63% in the last year, and 4.29% in the last six months. How does that compare to other equity funds? In the last three years, it has outperformed 85% of them. It has also outpaced 79% of its competitors on a one year basis for the period ending 6/30/2016. On a year to date basis, KBWP has returned 4.29%.

Downside risk has been below average. KBWP has a draw down risk of -7.61%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 12.2%. This fund has had moderate volatility in its monthly performance over the last 36 months. As of 6/30/2016, the fund was trading at a price of $49.75, which is 0.5% below its 52-week high of $49.99 and 6.7% above its 52-week low of $46.62.

Low expense ratio helps performance. As KBWP is an exchange traded fund, it has no front end or back end load.

The PowerShares KBW Prop & Casualty Ins is managed by Michael C. Jeanette at Invesco Powershares Capital Mgmt LL. This fund is one of 128 Invesco Powershares Capital Mgmt LL exchange-traded funds launched since 5/1/2003 that we track.


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