HBF:CA:TSX-Brand Leaders Plus Income ETF

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 9.39

Change

+0.09 (+0.97)%

Market Cap

CAD 0.03B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 24/07/2014

Primary Benchmark: S&P 100 TR

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 1.16 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
CVE Cenovus Energy Inc 5.02 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2018-08-16 )

Largest Industry Peers for US Equity

Symbol Name Mer Price(Change) Market Cap
VFV:CA Vanguard S&P 500 Index ETF 0.08 %

-0.86 (-0.70%)

CAD 12.96B
ZSP:CA BMO S&P 500 0.09 %

-0.55 (-0.72%)

CAD 12.96B
XSP:CA iShares Core S&P 500 (CAD Hedg.. 0.11 %

-0.22 (-0.41%)

CAD 9.55B
VUN:CA Vanguard US Total Market 0.16 %

-0.72 (-0.77%)

CAD 7.86B
XUS:CA iShares Core S&P 500 Index ETF 0.11 %

-0.62 (-0.72%)

CAD 5.82B
HXS:CA Horizons S&P 500 Index ETF 0.11 %

-0.55 (-0.78%)

CAD 3.33B
VSP:CA Vanguard S&P 500 CAD hedged 0.09 %

-0.31 (-0.38%)

CAD 2.98B
QUU:CA Mackenzie US Large Cap Equity .. 0.09 %

-1.53 (-0.77%)

CAD 2.89B
XUU:CA iShares Core S&P US Total Mark.. 0.07 %

-0.36 (-0.70%)

CAD 2.66B
XQQ:CA iShares NASDAQ 100 (CAD Hedged.. 0.39 %

-0.64 (-0.48%)

CAD 2.54B

ETFs Containing HBF: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 -0.63% 8% B- 54% F
Dividend Return 4.01% 100% F 92% A
Total Return 3.38% 28% F 69% C-
Trailing 12 Months  
Capital Gain 5.27% 7% C- 63% D
Dividend Return 7.29% 100% F 93% A
Total Return 12.56% 29% F 73% C
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain 1.27% 5% F 49% F
Dividend Return 3.65% 24% F 42% F
Total Return 2.39% 89% A- 44% F
Risk Return Profile  
Volatility (Standard Deviation) 10.59% 10% F 60% D-
Risk Adjusted Return 34.49% 3% F 43% F
Market Capitalization 0.03B 63% D 47% 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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.