PHW:CA:TSX-Purpose International Tactical Hedged Equity Fund (CAD)

ETF | | Toronto Stock Exchange

Last Closing

CAD 18.78

Change

0.00 (0.00)%

Market Cap

CAD 0.02B

Volume

3.70K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund seeks to provide shareholders with (i) consistent long-term capital appreciation with an attractive risk-adjusted rate of return investing in a portfolio of international listed equities; and (ii) provide less volatility and low correlation to international equity markets by hedging the fund?s exposure to overall market risk.

Inception Date: 22/04/2015

Primary Benchmark: ---

Primary Index: CIBC WM 91 Day Treasury Bill CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.96 %

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: 2024-05-03 )

Largest Industry Peers for

Symbol Name Mer Price(Change) Market Cap
RY-PZ:CA Royal Bank of Canada Pref Z 0.00 %

N/A

CAD 216.03B
TD-PFB:CA Toronto Dominion Bank Pref B 0.00 %

+0.01 (+0.04%)

CAD 195.43B
TD-PFD:CA Toronto Dominion Bank Pref D 0.00 %

+0.02 (+0.09%)

CAD 161.80B
TD-PFI:CA Toronto-Dominion Bank Pref Ser.. 0.00 %

+0.06 (+0.24%)

CAD 159.24B
TD-PFM:CA Toronto-Dominion Bank Pref Ser.. 0.00 %

+0.02 (+0.08%)

CAD 142.16B
ENB-PFV:CA Enbridge Inc Pref 5 0.00 %

+0.01 (+0.05%)

CAD 110.27B
ENB-PFA:CA Enbridge Inc Pref 9 0.00 %

+0.01 (+0.06%)

CAD 103.71B
ENB-PFC:CA Enbridge Inc Pref 11 0.00 %

-0.02 (-0.12%)

CAD 100.76B
ENB-PFG:CA Enbridge Inc Pref 15 0.00 %

-0.12 (-0.74%)

CAD 96.52B
ENB-PFU:CA Enbridge Inc Pref L 0.00 %

-0.05 (-0.24%)

CAD 80.90B

ETFs Containing PHW: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 4.92% N/A N/A 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.92% N/A N/A 50% F
Trailing 12 Months  
Capital Gain 3.47% N/A N/A 49% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.47% N/A N/A 42% F
Trailing 5 Years  
Capital Gain -4.77% N/A N/A 37% F
Dividend Return 2.03% N/A N/A 10% F
Total Return -2.74% N/A N/A 27% F
Average Annual (5 Year Horizon)  
Capital Gain 0.02% N/A N/A 42% F
Dividend Return 0.47% N/A N/A 37% F
Total Return 0.45% N/A N/A 26% F
Risk Return Profile  
Volatility (Standard Deviation) 8.98% N/A N/A 72% C
Risk Adjusted Return 5.19% N/A N/A 36% F
Market Capitalization 0.02B N/A N/A 5% 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:

There is nothing we particularly like

What to not like:

There is nothing we particularly dislike