Inception Date: 25/10/2016
Primary Benchmark: N/A
Gross Expense Ratio: %
Management Expense Ratio: 0.69 %
|CM:CA||Canadian Imperial Bank Of Commerce||11.32 %|
|BMO:CA||Bank of Montreal||11.18 %|
|NA:CA||National Bank of Canada||11.12 %|
|TD:CA||Toronto-Dominion Bank (The)||11.11 %|
|RY:CA||Royal Bank of Canada||11.07 %|
|BNS:CA||Bank of Nova Scotia (The)||10.67 %|
|IAG:CA||Industrial Alliance Insurance and Financial Services Inc.||7.20 %|
|MFC:CA||Manulife Financial Corporation||6.97 %|
|GWO:CA||Great-West Lifeco Inc.||6.81 %|
|SLF:CA||Sun Life Financial Inc.||6.67 %|
|XIU:CA||iShares S&P/TSX 60 Index ETF||0.17 %||
|XIC:CA||iShares Core S&P/TSX Capped Co..||0.06 %||
|ZCN:CA||BMO S&P/TSX Capped Composite I..||0.06 %||
|HXT:CA||Horizons S&P/TSX 60 Index ETF||0.03 %||
|VCN:CA||Vanguard FTSE Canada All Cap I..||0.06 %||
|HXT.U:CA||Horizons S&P/TSX 60 Index ETF||0.03 %||
|ZLB:CA||BMO Low Volatility Canadian Eq..||0.39 %||
|VCE:CA||Vanguard FTSE Canada Index ETF||0.06 %||
|TLV:CA||Invesco S&P/TSX Composite Low ..||0.34 %||
|PXC:CA||Invesco FTSE RAFI Canadian Ind..||0.51 %||
|Market Performance vs. Industry/Classification (Canadian Equity)||Market Performance vs. Exchange (Toronto Stock Exchange)|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||4.94%||88%||B+||84%||B|
|Risk Adjusted Return||59.87%||39%||F||61%||D-|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.
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