| AAA | 0.00% | |
|---|---|---|
| AA | 99.80% | |
| A | 0.00% | |
| BBB | 0.00% |
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PLW:NYSE Arca
PowerShares 1-30 Laddered Treasury Portfolio – PLW ETF Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 31.30 | 0.00 (0.00%) | 31.15 - 34.13 | 20.1 thousand (Above Avg) |
Market data as of 2:56PM 06/18/13. Quotes are delayed by at least 15 min.
Overview - PLW
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Ryan/NASDAQ U.S. 1-30 Year Treasury Laddered Index. The fund generally invests at least 80% of its total assets in U.S. Treasury securities that comprise the underlying index. It concentrates its investments in securities of issuers in any one industry or group of industries only to the extent that the underlying index reflects a concentration in that industry or group of industries. The fund is non-diversified.
| Open | 31.25 |
|---|---|
| Previous Close | 31.30 |
| Day's Range | 31.22 - 31.32 |
| Avg Volume (10 Day) | 14.8K |
| Total Assets | $157.30M |
| Expense Ratio | 0.25% |
| Yield (Trailing 12 Mo.) | 2.42% |
| Fund Inception | 10/11/2007 |
Trailing Total Returns - PLW
as of 05/31/2013
| Timeframe | PLW | S&P 500 | Long Government |
|---|---|---|---|
| 1 Month | -4.29% | 2.34% | -5.66% |
| 3 Month | -1.81% | 8.22% | -2.37% |
| Year-to-Date | -3.02% | 15.37% | -4.19% |
| 1 Year | -3.82% | 27.28% | -6.04% |
| 3 Year | 6.96% | 16.87% | 9.12% |
| 5 Year | 7.18% | 5.43% | 8.45% |
| 10 Year | -- | 7.58% | 5.75% |
| Since Inception | 7.43% | 10.42% | -- |
Bond Credit Quality - PLW
as of 05/31/2013
| BB | 0.00% | |
|---|---|---|
| B | 0.00% | |
| Below B | 0.00% | |
| Not Rated | 0.20% |
Top Ten Holdings - PLW
as of 05/31/2013
| Company | YTD Return | % of Assets |
|---|---|---|
| US Treasury Bond 5.375% | -- | 9.99% |
| US Treasury Bond 4.5% | -- | 9.98% |
| US Treasury Note 4% | -- | 3.37% |
| US Treasury Bond 6.625% | -- | 3.36% |
| US Treasury Note 4.5% | -- | 3.36% |
| US Treasury Note 4.625% | -- | 3.36% |
| US Treasury Note 2% | -- | 3.36% |
| US Treasury Bond 7.125% | -- | 3.35% |
| US Treasury Bond 6.25% | -- | 3.35% |
| US Treasury Note 3.5% | -- | 3.35% |
Valuation & Growth - PLW
as of 05/31/2013
| Valuation | PLW | Category Range |
|---|---|---|
| Price/Earnings | -- | |
| Price/Book | -- | |
| Price/Sales | -- | |
| Price/Cash Flow | -- | |
| Dividend Yield | ||
| LT Earnings | ||
| Historical Earnings | ||
| Sales Growth | ||
| Cash-Flow Growth | ||
| Book-Value Growth |
Key: Lo Hi
Morningstar Summary - PLW, 3 Year
| Rate Sensitivity | |||
|---|---|---|---|
| High | |||
| Mid | |||
| Low | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Low | |
| Return | Low |
Key: Lo Hi
Risk Analysis - PLW, 3 Year
| Beta | 2.67 |
|---|---|
| Standard Deviation | 8.76 |
| Alpha | -4.85 |
| Sharpe Ratio | 0.80 |
| Mean | 7.31 |
| R-Squared | 69.46 |
Tax Analysis - PLW, 3 Year Avg
| Pretax Return | 6.96% |
|---|---|
| Tax-adjusted Return | 5.91% |
| Tax Cost Ratio | 0.98% |
| Potential Cap Gains | 5.27% |
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