PowerShares S&P 500 High Div.Low Vo.U.E./  IE00BWTN6Y99  /

Fonds
NAV3/29/2017 Chg.+0.2100 Type of yield Investment Focus Investment company
31.2666USD +0.68% paying dividend Equity North America PowerShares Gl.Fds. 
  • Dividends adjusted Dividends adjusted

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2015 - - - - - -3.34 3.90 -3.79 -0.71 6.32 0.15 1.69 -
2016 -3.40 6.17 9.21 0.04 -0.97 3.17 4.98 -0.95 -0.93 -2.69 3.08 2.13 +20.80%
2017 0.99 3.66 -0.71 - - - - - - - - - -
Single months: Dividends not considered

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 7.33% 9.65% 11.46% -% -%
Sharpe ratio 2.51 1.24 1.30 - -
Best month +3.66% +3.66% +9.21% - -
Worst month -0.71% -2.69% -2.69% - -
Maximum loss -2.19% -6.06% -7.49% - -
Outperformance -2.03% - +2.24% - -
 
All quotes in USD

Performance

YTD  
+3.94%
6 Months  
+5.59%
1 Year  
+14.52%
3 Years     -
5 Years     -
Since start  
+30.70%
Year
2016  
+20.80%
 

Dividends

12/29/2016 0.24 USD
9/30/2016 0.23 USD
6/30/2016 0.26 USD
3/31/2016 0.20 USD
12/29/2015 0.22 USD
11/13/2015 0.10 USD