PowerShares 1-30 Laddered Treasury PortfoliFind Ratings Reports
- Last Ratings Update:06/30/2016
- Price as of 06/30/2016 :$35.16
- Net Assets:$268.6 Million
- Peer Rank:11 of 56
- Investment Rating:B+
We rate PowerShares 1-30 Laddered Treasury at B+. Positive factors that influence this rating include a greater than above average total return, low price volatility, low expense structure and long term portfolio management tenure. The fund invests approximately 95% of its assets in bonds and may be considered for investors seeking a Government Bond strategy.
POSITIVES AND RISKS
Total return ranks above peers over the last three years. The PowerShares 1-30 Laddered Treasury has returned an annual rate of 6.98% since inception. More recently, the fund has generated a total return of 6.92% in the last five years, 8.11% in the last three years, and 14.10% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 56% of them. It has also outpaced 62% of its competitors on a three year basis and 82% of them over the last year for the period ending 6/30/2016. On a year to date basis, PLW has returned 10.76%.
Downside risk has been below average. PLW has a draw down risk of -8.26%, 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 6/30/2016, the fund was trading at a price of $35.16, which is 0.4% below its 52-week high of $35.31 and 4.0% above its 52-week low of $33.80.
Low expense ratio helps performance. As PLW is an exchange traded fund, it has no front end or back end load.
The PowerShares 1-30 Laddered Treasury is managed by Peter Hubbard 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.