PowerShares Buyback Achievers ETF (PKW)

Add to Watchlists
Create an Alert
59.83 +0.45  +0.76% NASDAQ Feb 23, 13:40 Delayed 2m USD
View Full Chart
PKW Price Chart

PKW Performance

  Total Return (Price) Total Return (NAV) Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M -5.19% -5.19% -3.90% 72
3M 6.51% 6.53% 4.17% 5
6M 11.60% 11.64% 11.95% 27
YTD 0.63% 0.70% 0.99% 53
1Y 13.30% 13.25% 15.04% 74
3Y 7.13% 7.15% 9.10% 86
5Y 14.33% 14.34% 13.22% 16
10Y 11.33% 11.24% 8.64% 3
As of Feb. 22, 2018. Returns for periods of 1 year and above are annualized.

PKW Asset Allocation

Type % Net % Long % Short
Cash 0.06% 0.06% 0.00%
Stock 99.94% 99.94% 0.00%
Bond 0.00% 0.00% 0.00%
Convertible 0.00% 0.00% 0.00%
Preferred 0.00% 0.00% 0.00%
Other 0.00% 0.00% 0.00%
As of Feb. 22, 2018

PKW Region Exposure

Americas 100.0%
North America 100.0%
Latin America 0.00%
Greater Europe 0.00%
United Kingdom 0.00%
Europe Developed 0.00%
Europe Emerging 0.00%
Africa/Middle East 0.00%
Greater Asia 0.00%
Japan 0.00%
Australasia 0.00%
Asia Developed 0.00%
Asia Emerging 0.00%
Market Classification
% Developed Markets 100.0%
% Emerging Markets 0.00%
As of Feb. 21, 2018. Region breakdown data is calculated by using the long position holdings of the portfolio.

PKW Stock Sector Exposure

Basic Materials 1.09%
Communication Services 6.17%
Consumer Cyclical 27.45%
Consumer Defensive 11.34%
Energy 1.84%
Financial Services 30.37%
Healthcare 12.21%
Industrials 5.34%
Real Estate 0.45%
Technology 3.74%
Utilities 0.00%
As of Feb. 22, 2018

PKW Stock Market Capitalization

Giant 14.49%
Large 53.61%
Medium 24.24%
Small 6.32%
Micro 1.34%
As of Feb. 22, 2018

PKW Stock Style Exposure

Large Cap Value 41.68%
Large Cap Blend 17.78%
Large Cap Growth 8.64%
Mid Cap Value 11.01%
Mid Cap Blend 5.81%
Mid Cap Growth 7.42%
Small Cap Value 2.20%
Small Cap Blend 3.83%
Small Cap Growth 1.63%
As of Feb. 22, 2018
View More Holdings

PKW Top 10 Holdings

Symbol Name % Weight Price % Chg
GS Goldman Sachs Group Inc 5.16% 265.66 +1.62%
C Citigroup Inc 5.15% 76.54 +0.35%
CHTR Charter Communications Inc A 5.03% 363.00 +1.75%
DIS Walt Disney Co 4.92% 106.61 +1.30%
AXP American Express Co 4.79% 98.10 +0.77%
PG Procter & Gamble Co 4.42% 80.57 -0.33%
WBA Walgreens Boots Alliance Inc 3.91% 69.33 -0.49%
CVS CVS Health Corp 3.91% 67.67 -0.49%
GM General Motors Co 3.29% 40.68 -0.56%
AIG American International Group Inc 3.06% 60.00 +0.08%
As of Feb. 22, 2018
Advertisement

PKW One Page Reports

PKW Basic Info

Style
Equity Style Large Cap/Value
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Prospectus Objective Specialty - Unaligned
Fund Owner Firm Name PowerShares
Benchmark Index
NASDAQ US Buyback Achievers TR USD
100.0%

PKW Manager Info

Name Tenure
Jonathan Nixon 2.84 yrs
Michael Jeanette 9.35 yrs
Peter Hubbard 10.59 yrs
Tony Seisser 3.34 yrs

PKW Net Fund Flows

1M 35.86M
3M 7.547M
6M -58.28M
YTD 35.86M
1Y -186.91M
3Y -1.538B
5Y 349.57M
10Y 490.97M
As of Jan. 31, 2018

PKW Risk Info

Beta (5Y) 1.100
Max Drawdown (All) 54.61%
Historical Sharpe (10Y) 0.7328
Historical Sortino (All) 0.725
30-Day Rolling Volatility 21.27%
Daily Value at Risk (VaR) 1% (All) 3.59%
Monthly Value at Risk (VaR) 1% (All) 14.84%

PKW Fundamentals

Dividend Yield TTM (2-23-18) 0.64%
SEC Yield (8-31-10) 0.39%
Weighted Average PE Ratio 16.93
Weighted Average Price to Sales Ratio 1.068
Weighted Average Price to Book Ratio 2.185
Weighted Median ROE 19.41%
Weighted Median ROA 5.85%
Forecasted Dividend Yield 1.43%
Forecasted PE Ratio 15.06
Forecasted Price to Sales Ratio 0.9945
Forecasted Price to Book Ratio 1.708
Number of Holdings 134
As of Feb. 22, 2018

PKW Growth Estimates

Forecasted 5 Yr Earnings Growth 11.25%
Forecasted Book Value Growth 5.03%
Forecasted Cash Flow Growth 4.67%
Forecasted Earnings Growth 10.04%
Forecasted Revenue Growth 6.61%
As of Feb. 22, 2018

PKW Comparables

Edit

PKW Attributes

Key Dates
Inception Date 12/20/2006
Termination Date
Last Annual Report Date 4/30/2017
Last Prospectus Date 8/28/2017
Attributes
Exchange Traded Share Yes
Exchange Traded Note No
Enhanced Index Fund No
Index Fund Yes
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No

PKW Excel Add-In Codes

  • Name: =YCI("PKW","name")
  • Broad Asset Class: =YCI("PKW", "broad_asset_class")
  • Broad Category: =YCI("PKW", "broad_category_group")
  • Prospectus Objective: =YCI("PKW", "prospectus_objective")

To find the codes for any of our financial metrics, see our Complete Reference of Metric Codes.

Access our powerful Excel Add-in with a YCharts Professional Membership. Learn More.

Advertisement

{{root.upsell.info.feature_headline}}.

{{root.upsell.info.feature_description}}

Please note that this feature is only available as an add-on to YCharts subscriptions.


Please note that this feature requires full activation of your account and is not permitted during the free trial period.

Start My Free Trial {{root.upsell.info.call_to_action}} No credit card required.

Already a subscriber? Sign in.