PowerShares Dynamic Large Cap Value Portfolio (PWV)

$33.46
C Fund
- Sector
Fund TypeETF
Fund CategoryU.S. Equities - Value
Fund BenchmarkU.S. Mega Cap - Value
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
PowerShares Dynamic Large Cap Value Portfolio 12 0.96 -19.08% -0.26% 0.57%
U.S. Mega Cap - Value 11 0.87 -15.54% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 1.58% 3.26% -1.68%
Year-to-Date -19.08% -15.54% -3.55%
1 Year -9.34% -9.05% -0.29%

Risk, Fees & Styles

(as of 1/31/2020)
RISK PROFILE Help

Fund's Risk

12%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 12% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.57%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$732

Real cost (fees + lost compounding)

$905

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
94%

Return in excess of styles
(over past year)
2.79%