PowerShares 1-5 Year Laddered Corporate Bond A

 (MUTF_CA:AIM53203)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.13%
   
1 week   +0.81%
   
4 week   +1.61%
   
3 month   +1.76%
   
YTD   +1.35%
   
1 year   +3.13%
   
3 years*   +2.83%
   
5 years*   +2.78%
   
*annualized
Best 3 month return+2.65%  
Worst 3 month return-1.16%  

Morningstar statistics

Morningstar category: Canadian Short Term Fixed Income
  Return Risk Rating
3 years Above Average Above Average
5 years     -     - -
10 years     -     - -
Overall Above Average Above Average

Key statistics

Total assets328.21M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee0.75%  
Fund familyInvesco Canada Ltd. 

Asset allocation

Cash4.54%  
Stocks0.00%  
Bonds95.46%  
Other0.00%  

Purchase information

InitialCA$500  
IRA InitialCA$500  
9.54+0.01(0.13%)
Jan 23, 4:30PM EST Overall Morningstar RatingTM

Description

The Fund seeks to replicate the DEX Investment Grade 1-5 Year Laddered Corporate Bond Index. The index is comprised only of investment-grade corporate bonds rated BBB or higher. The index is divided into five equally weighted segments with staggered maturity levels from one year to five years.
Asset manager:
Management Team (Started: Jan 19, 2010)
Advisor Company:
Invesco Canada Ltd.
5140 Yonge Street, Suite 900
800 631 7008 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.64 -0.03     -     -
Beta* 1.20 1.06     -     -
Mean annual return 0.23 0.20     -     -
R-squared* 91.51 84.32     -     -
Standard deviation 1.07 1.14     -     -
Sharpe ratio 1.73 1.25     -     -
* Against standard index

Top 10 holdings