Inception Return
(8/24/2012)
|
2.30 %
|
|
YTD Return
|
-0.99 %
|
|
NAVPS
(8/17/2018)
|
$18.43
|
|
Change
|
($0.02) / -0.09 %
|
|
|
Growth of $10,000
(As of July 31, 2018)
|
|
MER
|
0.54 %
|
|
Assets ($mil)
|
$154.43
|
|
Rank (1Yr)
|
-
|
|
Std Dev (3Yr)
|
3.16 %
|
|
Volatility Ranking (3Yr)
|
1/10
|
|
RRSP Eligibility
|
Yes
|
|
Load
|
No Load
|
|
Max Front End
|
-
|
|
Max Back End
|
-
|
|
Sales Status
|
Open
|
|
|
Objective
PowerShares Tactical Bond ETF seeks to generate income and capital growth over the long term by investing primarily in securities of one or more PowerShares portfolios that provide exposure primarily to fixed-income securities. It may also invest directly in securities of Invesco Funds that are not PowerShares portfolios, fixed-income securities, futures contracts and securities of exchange-traded funds that are managed by third parties.
|
Management Co.
Invesco PowerShares Capital Management LLC
Managers
Scott Wolle
|
|
Asset Allocation
(As of July 31, 2018)
|
Sector Allocation
(As of July 31, 2018)
|
Geographic Allocation
(As of July 31, 2018)
|
Top 10 Holdings
| Name | Asset | Sector | Geographic | Percent |
| Invesco 1-5 Yr Lad Inv Gra Corp Bond Idx ETF (PSB) | Domestic Bonds | Exchange Traded Fund | Canada | 37.66% |
| Invesco Long Term Government Bond Index ETF (PGL) | Domestic Bonds | Exchange Traded Fund | Canada | 35.70% |
| Invesco Fundamental HY Corp Bond (PFH.F) | Foreign Bonds | Exchange Traded Fund | United States | 19.81% |
| BMO Real Return Bond Index ETF (ZRR) | Domestic Bonds | Exchange Traded Fund | Canada | 6.31% |
| Canadian Dollar | Cash and Equivalents | Cash and Cash Equivalent | Canada | 0.52% |
Performance Data
(As of July 31, 2018)
|
|
Return (%)
|
Annualized Return (%)
|
|
Return
|
1
Mth
|
3
Mth
|
6
Mth
|
YTD
|
1
Yr
|
3
Yr
|
5
Yr
|
10
Yr
|
|
Fund
|
-0.71
|
0.27
|
-0.33
|
-0.99
|
1.00
|
1.16
|
2.89
|
-
|
|
Benchmark
|
-1.01
|
0.38
|
0.53
|
-0.42
|
1.84
|
1.15
|
3.33
|
4.34
|
|
Quartile Ranking
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
|
Calendar Return (%)
|
2017
|
2016
|
2015
|
2014
|
2013
|
2012
|
2011
|
2010
|
2009
|
2008
|
|
Fund
|
2.61
|
2.96
|
2.23
|
7.83
|
-2.25
|
-
|
-
|
-
|
-
|
-
|
|
Benchmark
|
2.70
|
1.54
|
3.57
|
9.10
|
-1.48
|
3.70
|
10.01
|
6.92
|
5.19
|
6.11
|
|
Quartile Ranking
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|