PowerShares 1-30 Laddered Treasury Portfoli

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PLW : n.a. : Financial
$35.01 up 0.04 | 0.11%
Today's Range: 34.99 - 35.04
Avg. Daily Volume: 69,100
07/25/16 - 12:12 PM ET
  • Last Ratings Update:06/30/2016
  • Price as of 06/30/2016 :$35.16
  • Net Assets:$268.6 Million
  • NAV:$35.27
  • Premium-0.31%
  •   
  • Peer Rank:11 of 56
  • Investment Rating:B+
  • Performance:B
  • RiskB
PLW Price Chart

SUMMARY


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.


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