ducovest

HTA:CA:TSX-Tech Achievers Growth & Income Fund (CAD)

ETF | Sector Equity |

Last Closing

CAD 18.29

Change

+0.40 (+2.24)%

Market Cap

CAD 0.55B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-15 )

Largest Industry Peers for Sector Equity

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

-0.25 (-0.59%)

 CAD 3.04B
ZWU:CA BMO Covered Call Utilities ETF

-0.05 (-0.45%)

 CAD 1.92B
XIT:CA iShares S&P/TSX Capped Informa..

-0.50 (-0.83%)

 CAD 0.66B
TXF:CA First Asset Tech Giants Covere..

-0.35 (-1.59%)

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

-0.46 (-0.63%)

 CAD 0.63B
ZUT:CA BMO Equal Weight Utilities Ind..

+0.13 (+0.57%)

 CAD 0.55B
CWW:CA iShares Global Water Common Cl..

+0.01 (+0.02%)

 CAD 0.33B
XUT:CA iShares S&P/TSX Capped Utiliti..

+0.19 (+0.68%)

 CAD 0.33B
COW:CA iShares Global Agriculture Com..

-0.16 (-0.25%)

 CAD 0.28B
ZUH:CA BMO Equal Weight US Health Car..

+0.10 (+0.14%)

 CAD 0.26B

ETFs Containing HTA:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Sector Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.66% 83% B 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.66% 83% B 69% C-
Trailing 12 Months  
Capital Gain 30.74% 80% B- 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 30.74% 80% B- 84% B
Trailing 5 Years  
Capital Gain 76.03% 85% B 79% B-
Dividend Return 19.52% 79% B- 84% B
Total Return 95.55% 85% B 82% B
Average Annual (5 Year Horizon)  
Capital Gain 13.34% 80% B- 82% B
Dividend Return 16.86% 86% B+ 84% B
Total Return 3.53% 81% B- 79% B-
Risk Return Profile  
Volatility (Standard Deviation) 24.34% 37% F 38% F
Risk Adjusted Return 69.29% 80% B- 90% A-
Market Capitalization 0.55B 86% B+ 63% D

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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

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.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.