ducovest

HTA:CA:TSX-Harvest Tech Achievers Growth & Income ETF

ETF | Sector Equity | Toronto Stock Exchange

Last Closing

CAD 10.54

Change

+0.04 (+0.38)%

Market Cap

CAD 0.06B

Volume

9.50K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: CAD

Country : Canada

Inception Date: 26/05/2015

Primary Benchmark: S&P 500 Information Technology TR USD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 1.39 %

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: 2018-08-16 )

Largest Industry Peers for Sector Equity

Symbol Name Mer Price(Change) Market Cap
TEC:CA TD Global Technology Leaders I.. 0.00 %

-0.27 (-0.78%)

 CAD 2.36B
ZWU:CA BMO Covered Call Utilities ETF 0.71 %

-0.03 (-0.30%)

 CAD 1.75B
XIT:CA iShares S&P/TSX Capped Informa.. 0.61 %

-0.86 (-1.62%)

 CAD 0.65B
TXF:CA First Asset Tech Giants Covere.. 0.72 %

-0.16 (-0.79%)

 CAD 0.60B
XHC:CA iShares Global Healthcare (CAD.. 0.65 %

-0.24 (-0.34%)

 CAD 0.58B
ZUT:CA BMO Equal Weight Utilities Ind.. 0.60 %

-0.10 (-0.51%)

 CAD 0.41B
HHL:CA Harvest Healthcare Leaders Inc.. 1.15 %

-0.03 (-0.31%)

 CAD 0.33B
CWW:CA iShares Global Water Common Cl.. 0.66 %

-0.46 (-0.83%)

 CAD 0.32B
XUT:CA iShares S&P/TSX Capped Utiliti.. 0.62 %

-0.12 (-0.49%)

 CAD 0.32B
COW:CA iShares Global Agriculture Com.. 0.72 %

-0.55 (-0.86%)

 CAD 0.31B

ETFs Containing HTA:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Sector Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.46% 67% D+ 83% B
Dividend Return 4.12% 96% N/A 93% A
Total Return 10.59% 79% B- 87% B+
Trailing 12 Months  
Capital Gain 13.09% 61% D- 80% B-
Dividend Return 7.51% 90% A- 95% A
Total Return 20.60% 83% B 86% B+
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 1.74% 17% F 51% F
Dividend Return 2.65% 17% F 35% F
Total Return 0.91% 43% F 17% F
Risk Return Profile  
Volatility (Standard Deviation) 7.17% 83% B 75% C
Risk Adjusted Return 36.95% 17% F 46% F
Market Capitalization 0.06B 68% D+ 35% 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:
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.

Below median total returns

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