PowerShares S&P SmallCap Health Care Portfolio
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$42.40
- Net Assets:$0 Million
- NAV:$42.97
- Premium-1.33%
- Peer Rank:539 of 559
- Investment Rating:E-
- Performance:E+
- RiskD
We rate Invesco S&P SC Health Care at E-. Negative factors that influence this rating include a well below average total return. The fund invests approximately 100% of its assets in stocks and may be considered for investors seeking a Growth - Domestic strategy.
Total return ranks well below peers over the last three years. The Invesco S&P SC Health Care has returned an annual rate of 12.80% since inception. More recently, the fund has generated a total return of 2.27% in the last five years, -10.26% in the last three years, and -6.77% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 29% of them. It has also outpaced 7% of its competitors on a three year basis and 7% of them over the last year for the period ending 2/29/2024. On a year to date basis, PSCH has returned 0.19%.
Downside risk has been above average. PSCH has a draw down risk of -81.68%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 20.0%. This fund has experienced a high level of volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As PSCH is an exchange traded fund, it has no front end or back end load.
The Invesco S&P SC Health Care is managed by Michael C. Jeanette at Invesco Capital Management LLC. This fund is one of 201 Invesco Capital Management LLC exchange-traded funds launched since 3/10/1999 that we track.