PowerShares Buyback Achievers ETF (PKW)

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57.50 -0.36  -0.62% NASDAQ Apr 20, 20:00 Delayed 2m USD
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PKW Performance

  Total Return (Price) Total Return (NAV) Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M -1.19% -1.17% -0.57% 68
3M -7.58% -7.60% -4.02% 97
6M 1.19% 1.16% 5.69% 93
YTD -2.43% -2.36% 0.88% 95
1Y 11.83% 11.80% 16.13% 79
3Y 6.22% 6.22% 9.37% 90
5Y 12.34% 12.37% 12.39% 59
10Y 10.92% 10.89% 8.27% 3
As of April 20, 2018. Returns for periods of 1 year and above are annualized.

PKW Asset Allocation

Type % Net % Long % Short
Cash 0.13% 0.13% 0.00%
Stock 99.87% 99.87% 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 April 19, 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 April 19, 2018. Region breakdown data is calculated by using the long position holdings of the portfolio.

PKW Stock Sector Exposure

Basic Materials 1.21%
Communication Services 5.70%
Consumer Cyclical 27.33%
Consumer Defensive 11.01%
Energy 2.26%
Financial Services 30.28%
Healthcare 12.24%
Industrials 5.56%
Real Estate 0.48%
Technology 3.93%
Utilities 0.00%
As of April 19, 2018

PKW Stock Market Capitalization

Giant 24.29%
Large 54.84%
Medium 16.40%
Small 4.09%
Micro 0.39%
As of April 19, 2018

PKW Stock Style Exposure

Large Cap Value 44.32%
Large Cap Blend 22.58%
Large Cap Growth 12.23%
Mid Cap Value 7.82%
Mid Cap Blend 4.77%
Mid Cap Growth 3.81%
Small Cap Value 1.31%
Small Cap Blend 2.01%
Small Cap Growth 1.16%
As of April 19, 2018
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PKW Top 10 Holdings

Symbol Name % Weight Price % Chg
AXP American Express Co 5.17% 100.79 -1.54%
GS Goldman Sachs Group Inc 5.14% 251.96 -0.87%
C Citigroup Inc 4.87% 70.00 -0.40%
DIS Walt Disney Co 4.84% 100.24 -0.64%
CHTR Charter Communications Inc A 4.56% 310.94 -1.46%
PG Procter & Gamble Co 4.21% 73.80 -1.53%
CVS CVS Health Corp 3.88% 65.12 -1.12%
WBA Walgreens Boots Alliance Inc 3.76% 63.92 -2.08%
GM General Motors Co 3.12% 37.61 -0.42%
MAR Marriott International Inc Class A 2.92% 137.48 -0.10%
As of April 19, 2018
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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 -26.27M
3M 12.60M
6M -35.34M
YTD 12.60M
1Y -176.50M
3Y -1.744B
5Y 237.41M
10Y 472.15M
As of March 31, 2018

PKW Risk Info

Beta (5Y) 1.104
Max Drawdown (All) 54.61%
Historical Sharpe (10Y) 0.7143
Historical Sortino (All) 0.6642
30-Day Rolling Volatility 19.00%
Daily Value at Risk (VaR) 1% (All) 3.76%
Monthly Value at Risk (VaR) 1% (All) 14.75%

PKW Fundamentals

Dividend Yield TTM (4-20-18) 0.79%
SEC Yield (8-31-10) 0.39%
Weighted Average PE Ratio 15.98
Weighted Average Price to Sales Ratio 0.9400
Weighted Average Price to Book Ratio 2.039
Weighted Median ROE 16.29%
Weighted Median ROA 5.35%
Forecasted Dividend Yield 1.74%
Forecasted PE Ratio 12.64
Forecasted Price to Sales Ratio 0.8842
Forecasted Price to Book Ratio 1.520
Number of Holdings 135
As of April 19, 2018

PKW Growth Estimates

Forecasted 5 Yr Earnings Growth 14.80%
Forecasted Book Value Growth 5.37%
Forecasted Cash Flow Growth 5.15%
Forecasted Earnings Growth 6.37%
Forecasted Revenue Growth 6.61%
As of April 19, 2018

PKW Comparables

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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.

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