HAC:CA:TSX-Horizons Seasonal Rotation ETF

ETF | Alternative Strategies | Toronto Stock Exchange

Last Closing

CAD 20.29

Change

0.00 (0.00)%

Market Cap

CAD 0.18B

Volume

4.16K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment objective of Horizons HAC is to seek to provide long term capital appreciation in all market cycles by tactically allocating its exposure amongst equities, fixed income, commodities and currencies during periods that have historically demonstrated seasonal trends. Horizons HAC invests primarily in Exchange Traded Products and futures contracts to gain exposure to the performance of Broad Markets or Sector Markets that at various times of the year have historically performed favourably.

Inception Date: 19/11/2009

Primary Benchmark: ---

Primary Index: CIBC WM 91 Day Treasury Bill CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 1.27 %

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: 2019-01-20 )

Largest Industry Peers for Alternative Strategies

ETFs Containing HAC:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Alternative Strategies) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.18% 100% F 76% C+
Dividend Return N/A N/A N/A N/A F
Total Return 7.18% 100% F 76% C+
Trailing 12 Months  
Capital Gain 2.63% 90% A- 89% A-
Dividend Return N/A N/A N/A N/A F
Total Return 2.63% 90% A- 83% B
Trailing 5 Years  
Capital Gain 41.20% 100% F 83% B
Dividend Return N/A N/A N/A N/A F
Total Return 41.20% 100% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 8.03% 100% F 78% C+
Dividend Return 8.03% 100% F 71% C-
Total Return N/A N/A N/A N/A F
Risk Return Profile  
Volatility (Standard Deviation) 4.41% 80% B- 83% B
Risk Adjusted Return 181.97% 100% F 98% N/A
Market Capitalization 0.18B 100% F 66% D+

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike