ducovest

FCRR:CA:TSX-Fidelity U.S. Dividend for Rising Rates Index ETF (CAD)

ETF | US Equity |

Last Closing

CAD 38.81

Change

0.00 (0.00)%

Market Cap

CAD 0.05B

Volume

100.00

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: 2024-05-21 )

Largest Industry Peers for US Equity

Symbol Name Price(Change) Market Cap
VFV:CA Vanguard S&P 500 Index ETF

-0.05 (-0.04%)

 CAD 14.93B
ZSP:CA BMO S&P 500

-0.01 (-0.01%)

 CAD 14.29B
XSP:CA iShares Core S&P 500 (CAD Hedg..

-0.09 (-0.16%)

 CAD 10.26B
VUN:CA Vanguard US Total Market

N/A

 CAD 8.70B
XUS:CA iShares Core S&P 500 Index ETF

-0.03 (-0.03%)

 CAD 6.55B
HXS:CA Global X S&P 500® Index Corpo..

-0.06 (-0.08%)

 CAD 3.74B
VSP:CA Vanguard S&P 500 CAD hedged

-0.14 (-0.16%)

 CAD 3.30B
QUU:CA Mackenzie US Large Cap Equity ..

-0.25 (-0.12%)

 CAD 3.07B
XQQ:CA iShares NASDAQ 100 (CAD Hedged..

-0.28 (-0.19%)

 CAD 2.99B
XUU:CA iShares Core S&P US Total Mark..

-0.05 (-0.09%)

 CAD 2.93B

ETFs Containing FCRR:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.78% 64% D 69% C-
Dividend Return 0.73% 73% C 29% F
Total Return 12.51% 66% D+ 70% C-
Trailing 12 Months  
Capital Gain 21.78% 46% F 75% C
Dividend Return 2.12% 76% C+ 37% F
Total Return 23.89% 50% F 75% C
Trailing 5 Years  
Capital Gain 57.38% 47% F 71% C-
Dividend Return 11.45% 83% B 60% D-
Total Return 68.83% 47% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 8.84% 48% F 72% C
Dividend Return 10.88% 53% F 73% C
Total Return 2.04% 78% C+ 56% F
Risk Return Profile  
Volatility (Standard Deviation) 11.55% 79% B- 65% D
Risk Adjusted Return 94.23% 74% C 97% N/A
Market Capitalization 0.05B 21% F 27% 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:
Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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.

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.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
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.