HEA:CA:TSX-Horizons Enhanced Income US Equity (USD) ETF

ETF | --- | Toronto Stock Exchange

Last Closing

CAD 14.58

Change

0.00 (0.00)%

Market Cap

CAD 0.04B

Volume

100.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment objective of Horizons HEA.U is to provide Unitholders with: (a) exposure to the performance of an equal weighted portfolio of large capitalization U.S. companies; and (b) monthly U.S. dollar distributions of dividend and call option income.

Inception Date: 01/01/1970

Primary Benchmark: ---

Primary Index: S&P 500 TR (Bank of Canada) CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.00 %

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 ---

Symbol Name Mer Price(Change) Market Cap
HMMJ.U:CA Horizons Marijuana Life Scienc.. 0.00 %

N/A

CAD 0.62B
HXS.U:CA Horizons S&P 500 Index ETF 0.00 %

N/A

CAD 0.53B
RUSB.U:CA RBC Short Term U.S. Corporate .. 0.00 %

N/A

CAD 0.10B
HXDM.U:CA Horizons Intl Developed Market.. 0.00 %

N/A

CAD 0.10B
HXQ:CA Horizons NASDAQ-100 Index ETF 0.00 %

N/A

CAD 0.08B
HFMU:CA Hamilton Capital U.S. Mid-Cap .. 0.00 %

N/A

CAD 0.07B
ROBO.U:CA Horizons Robotics and Automati.. 0.00 %

N/A

CAD 0.06B
HTB:CA Horizons US 7-10 Year Treasury.. 0.00 %

N/A

CAD 0.06B
MNS:CA Royal Canadian Mint - Canadian.. 0.00 %

N/A

CAD 0.05B
HBG.U:CA Hamilton Capital Global Bank E.. 0.00 %

N/A

CAD 0.05B

ETFs Containing HEA:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (---) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.48% 43% F 25% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.48% 43% F 25% F
Trailing 12 Months  
Capital Gain -5.63% 65% D 64% D
Dividend Return 4.12% 56% F 57% F
Total Return -1.51% 61% D- 67% D+
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 4.96% 78% C+ 70% C-
Dividend Return 8.72% 83% B 74% C
Total Return 3.76% 89% B+ 64% D
Risk Return Profile  
Volatility (Standard Deviation) 5.60% 57% F 79% C+
Risk Adjusted Return 155.58% 100% A+ 97% A+
Market Capitalization 0.04B 74% C 31% 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 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.

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:

There is nothing we particularly dislike