CAPS:CA:TSX-Evolve Active US Core Equity ETF

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 20.1

Change

0.00 (0.00)%

Market Cap

CAD 3.52M

Volume

9.43K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 11/10/2017

Primary Benchmark: N/A

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.96 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for US Equity

Symbol Name Mer Price(Change) Market Cap
ZSP:CA BMO S&P 500 Index ETF 0.09 %

N/A

CAD 6.13B
XSP:CA iShares Core S&P 500 Index ETF.. 0.11 %

N/A

CAD 4.64B
VFV:CA Vanguard S&P 500 Index ETF 0.08 %

N/A

CAD 2.34B
VUN:CA Vanguard U.S. Total Market Ind.. 0.16 %

N/A

CAD 1.92B
XUS:CA iShares Core S&P 500 Index ETF 0.11 %

N/A

CAD 1.84B
ZUE:CA BMO S&P 500 Hedged to CAD Inde.. 0.09 %

N/A

CAD 1.69B
XUU:CA iShares Core S&P U.S. Total Ma.. 0.07 %

N/A

CAD 1.48B
ZDY:CA BMO US Dividend ETF 0.32 %

N/A

CAD 1.36B
ZLU:CA BMO Low Volatility US Equity E.. 0.33 %

N/A

CAD 0.98B
VSP:CA Vanguard S&P 500 Index ETF (CA.. 0.09 %

N/A

CAD 0.86B

ETFs Containing CAPS:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.79% 95% A 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.79% 95% A 75% C
Trailing 12 Months  
Capital Gain -6.51% 42% F 61% D-
Dividend Return 0.84% 8% F 6% F
Total Return -5.67% 33% F 53% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 0.30% 3% F 49% F
Dividend Return 0.47% 2% F 28% F
Total Return 0.17% 5% F 3% F
Risk Return Profile  
Volatility (Standard Deviation) 3.39% 99% A+ 87% B+
Risk Adjusted Return 13.80% 2% F 32% F
Market Capitalization 3.52M 9% F 7% F

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

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.

What to like:
Low volatility

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.

What to not like:
Low market capitalization

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.

Poor risk adjusted returns

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Below median dividend returns

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.