PWRD ETF Analysis: TCW Transform Systems | NASDAQ

Large Blend | NASDAQ, USA | Market Cap: 1.487m USD | 12M Return: 8.9% | US29287L2051 | Charts, Fundamentals & Technical Analysis

Renewable Energy, Power Generation, Energy Storage, Energy Efficiency
Total Rating 34
Safety 52
Buy Signal -0.21
Large Blend
Category Rotation: +7.2
TER: 0.75%
AUM: 1.49B
Avg Turnover: 7.33M
Risk 3d forecast
Volatility23.2%
VaR 5th Pctl4.39%
VaR vs Median5.24%
Reward TTM
Sharpe Ratio0.29
Rel. Str. IBD47.2
Rel. Str. Peer Group5.6
Character TTM
Beta1.478
Beta Downside1.383
Hurst Exponent0.435
Drawdowns 3y
Max DD25.87%
CAGR/Max DD1.12
CAGR/Mean DD6.92

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 4.6 years of data

Jan +2.4% 39
Feb +0.1% 0
Mar -3.4% 21
Apr -0.1% 0
May -0.6% 0
Jun +5.9% 32
Jul -0.1% 0
Aug -2.5% 42
Sep +1.5% 15
Oct -0.6% 13
Nov +2.8% 13
Dec -6.6% 18

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: PWRD TCW Transform Systems

The TCW Transform Systems ETF (PWRD) is an actively managed, non-diversified exchange-traded fund listed on NASDAQ. The fund targets companies positioned to benefit from the global transformation of energy and power systems across sourcing, production, and consumption.

Its thematic focus aligns with the broader energy transition sector, which encompasses renewable generation, grid modernization, electrification, and energy efficiency technologies. As a non-diversified fund, it may concentrate holdings in fewer issuers within this theme, and its active management approach allows the Adviser to select investments based on its view of transformative trends in power and energy rather than tracking a passive index.

Headlines to Watch Out For
  • IRA tax credits sustain clean energy project margins
  • AI data center demand accelerates grid investment spending
  • Rising electricity consumption lifts utility and power holdings
What is the price of PWRD shares?

As of October 05, 2026, the stock is trading at USD 107.59 with a total of 80,134 shares traded. Over the past week, the price has changed by +1.06%, over one month by +3.29%, over three months by -6.45% and over the past year by +8.88%.

Current recommended Stop Loss: 104.60 (which is 2.8% or 1.5 ATR below the current price).

Is PWRD a buy, sell or hold?

TCW Transform Systems has no consensus analysts rating.