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Quick stats
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Latest price
|
16.30 | |
Change
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-0.02 | | Net assets | 159.09 Mil | % Change | -0.12% | | | YTD | +13.96% |
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Category
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Growth
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Fund family name
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PowerShares
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Index tracked
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S&P 500 TR
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Inception date
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3/3/2005
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Turnover ratio
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+81.00%
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Overview |
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The investment seeks investment results that correspond generally to the price and yield, before fees and expenses, of the Dynamic Mid Cap Growth Intellidex. The fund normally invests at least 80% of assets in common stocks of mid-cap companies, and it normally invests at least 90% of assets in common stocks that comprise the Mid Cap Growth Intellidex. The Intellidex is comprised of 75 U.S. mid-cap growth stocks selected principally on the basis of their capital appreciation potential as identified by the AMEX, the Intellidex provider. |
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| Annual returns |
| |
2006 |
2007 |
2008 |
| MKT |
9.34 |
27.56 |
-44.06 |
| NAV |
9.44 |
27.59 |
-43.93 |
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View additional performance information
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Modern portfolio theory statistics |
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Measurement
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Standard Index
S&P 500 TR
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R-Squared (1-year)
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86
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Beta (1-year)
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0.73
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Alpha (1-year)
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-0.11
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What does this mean?
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| Asset allocation
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Prospectus Objectives
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Growth
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| Fees and expenses |
| Expense Ratio | 0.60% | | Gross Expense Ratio | 0.63% | | Net Expense Ratio | 0.63% | | Management Fee | 0.50% |
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Volatility measures |
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1-year standard deviation
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18.70
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Mean
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14.08
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3-year Sharpe ratio
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-0.30
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3-year Treynor ratio
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-8.68
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What does this mean?
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