XFN:CA:TSX-iShares S&P/TSX Capped Financials Index ETF

ETF | Financial Services Equity | Toronto Stock Exchange

Last Closing

CAD 35.09

Change

0.00 (0.00)%

Market Cap

CAD 1.09B

Volume

0.63M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to replicate the performance, net of expenses, of the S&P/TSX Capped Financials Index. The index is comprised of securities of Canadian financial sector issuers listed on the TSX, selected by S&P using its industrial classifications and guidelines for evaluating issuer capitalization, liquidity and fundamentals.

Inception Date: 23/03/2001

Primary Benchmark: S&P/TSX Capped Financials TR

Primary Index: MSCI World/Financials GR CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.61 %

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 Financial Services Equity

Symbol Name Mer Price(Change) Market Cap
ZWB:CA BMO Covered Call Canadian Bank.. 0.72 %

N/A

CAD 1.92B
ZEB:CA BMO Equal Weight Banks Index E.. 0.62 %

N/A

CAD 1.40B
ZBK:CA BMO Equal Weight US Banks Inde.. 0.39 %

N/A

CAD 0.88B
ZUB:CA BMO Equal Weight US Banks Hedg.. 0.39 %

N/A

CAD 0.55B
FSF:CA First Asset Global Financial S.. 1.41 %

N/A

CAD 0.22B
FLI:CA First Asset U.S. & Canada Life.. 0.94 %

N/A

CAD 0.16B
CEW:CA iShares Equal Weight Banc & Li.. 0.60 %

N/A

CAD 0.16B
CIC:CA First Asset CanBanc Income Cla.. 0.84 %

N/A

CAD 0.16B
HFMU.U:CA Hamilton Capital U.S. Mid-Cap .. 1.01 %

N/A

CAD 0.07B
RBNK:CA RBC Canadian Bank Yield Index .. 0.34 %

N/A

CAD 0.07B

ETFs Containing XFN:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial Services Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.82% 29% F 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.82% 29% F 61% D-
Trailing 12 Months  
Capital Gain -9.93% 77% C+ 49% F
Dividend Return 2.98% 52% F 40% F
Total Return -6.96% 68% D+ 48% F
Trailing 5 Years  
Capital Gain 21.08% 67% D+ 74% C
Dividend Return 17.38% 50% F 48% F
Total Return 38.46% 56% F 75% C
Average Annual (5 Year Horizon)  
Capital Gain 5.37% 68% D+ 71% C-
Dividend Return 8.48% 59% F 73% C
Total Return 3.11% 76% C 55% F
Risk Return Profile  
Volatility (Standard Deviation) 10.02% 55% F 61% D-
Risk Adjusted Return 84.66% 77% C+ 82% B-
Market Capitalization 1.09B 94% A 87% B+

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:
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.

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