PWRD ETF Analysis: TCW Transform Systems | NASDAQ

Large Blend | NASDAQ, USA | Market Cap: 1.447m USD | 12M Return: 16.4% | Charts, Fundamentals & Technical Analysis

Energy Systems, Power Generation, Clean Energy, Energy Storage
Total Rating 41
Safety 45
Buy Signal -0.39
Large Blend
Category Rotation: -1.2
AUM: 1.45B
Avg Turnover: 8.74M
Risk 3d forecast
Volatility33.7%
VaR 5th Pctl6.39%
VaR vs Median5.17%
Reward TTM
Sharpe Ratio0.55
Rel. Str. IBD43.2
Rel. Str. Peer Group16.7
Character TTM
Beta1.269
Beta Downside1.168
Hurst Exponent0.445
Drawdowns 3y
Max DD25.87%
CAGR/Max DD1.07
CAGR/Mean DD7.55

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 4.4 years of data

Jan +2.4% 39
Feb +0.1% 0
Mar -3.4% 21
Apr -0.1% 0
May -0.6% 0
Jun +5.0% 27
Jul +0.7% 13
Aug -0.7% 33
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 ETF that invests in companies the adviser believes will benefit from the global transformation of energy and power systems, spanning how energy is sourced, produced, and consumed. As a thematic fund, it targets firms positioned within the broader energy transition landscape, which typically includes areas such as renewable energy generation, power grid infrastructure, and energy storage technologies. Unlike passively managed index funds, PWRD relies on the advisers active security selection rather than tracking a benchmark index, and its non-diversified status means it may hold more concentrated positions than broadly diversified funds.

Headlines to Watch Out For
  • AI data center power demand surges lifting grid equipment makers
  • IRA clean energy tax credits boost constituent company margins
  • Interest rate cuts ease renewable project financing pressure
What is the price of PWRD shares?

As of July 28, 2026, the stock is trading at USD 109.38 with a total of 120,926 shares traded. Over the past week, the price has changed by +0.06%, over one month by -8.25%, over three months by -1.40% and over the past year by +16.37%.

Current recommended Stop Loss: 103.90 (which is 5% or 1.6 ATR below the current price).

Is PWRD a buy, sell or hold?

TCW Transform Systems has no consensus analysts rating.