EARN:CA:TSX-Evolve Active Global Fixed Income Fund (CAD)

ETF | Global Corporate Fixed Income |

Last Closing

CAD 48.3

Change

+0.61 (+1.28)%

Market Cap

CAD 0.02B

Volume

100.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-21 )

Largest Industry Peers for Global Corporate Fixed Income

Symbol Name Price(Change) Market Cap
ZIC:CA BMO Mid-Term US IG Corporate B..

-0.01 (-0.06%)

CAD 2.85B
ZMU:CA BMO Mid-Term US IG Corporate B..

+0.01 (+0.08%)

CAD 2.75B
QUIG:CA Mackenzie US Investment Grade ..

N/A

CAD 0.58B
XIG:CA iShares U.S. IG Corporate Bond..

+0.01 (+0.05%)

CAD 0.29B
RUSB:CA RBC Short Term U.S. Corporate ..

N/A

CAD 0.24B
ZSU:CA BMO Short-Term US IG Corporate..

+0.03 (+0.23%)

CAD 0.15B
IGCF:CA PIMCO Investment Grade Credit ..

N/A

CAD 0.01B
TUSB:CA TD Select U.S. Short Term Corp..

+0.01 (+0.07%)

CAD 7.64M

ETFs Containing EARN:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Corporate Fixed Income) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.79% 67% D+ 29% F
Dividend Return 0.78% 25% F 32% F
Total Return 1.58% 67% D+ 28% F
Trailing 12 Months  
Capital Gain 5.18% 100% F 46% F
Dividend Return 1.63% 33% F 31% F
Total Return 6.82% 100% F 44% F
Trailing 5 Years  
Capital Gain -4.53% 100% F 35% F
Dividend Return 2.96% 11% F 12% F
Total Return -1.56% 56% F 27% F
Average Annual (5 Year Horizon)  
Capital Gain -1.75% 89% A- 31% F
Dividend Return -1.38% 56% F 24% F
Total Return 0.37% 11% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 4.44% 78% C+ 90% A-
Risk Adjusted Return -31.14% 33% F 18% F
Market Capitalization 0.02B 33% F 17% 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 total returns

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

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.