ETAC:CA:TSX-Equium Global Tactical Allocation Fund

ETF | Tactical Balanced | Toronto Stock Exchange

Last Closing

CAD 20.59

Change

0.00 (0.00)%

Market Cap

CAD 2.06M

Volume

1.00K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 02/11/2017

Primary Benchmark: MSCI ACWI NR CAD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 1.76 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-06-16 )

Largest Industry Peers for Tactical Balanced

ETFs Containing ETAC:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Tactical Balanced) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.48% N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.48% N/A N/A N/A N/A
Trailing 12 Months  
Capital Gain -2.14% N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.14% N/A N/A N/A N/A
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 -0.28% 33% F 41% F
Dividend Return -0.28% 33% F 22% F
Total Return N/A N/A N/A N/A F
Risk Return Profile  
Volatility (Standard Deviation) 1.34% 100% F 96% N/A
Risk Adjusted Return -20.56% 33% F 11% F
Market Capitalization 2.06M N/A N/A N/A N/A

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:
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 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.