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

ETF | Global Corporate Fixed Income |

Last Closing

CAD 48.19

Change

-0.11 (-0.23)%

Market Cap

CAD 0.02B

Volume

703.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-22 )

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 0.56% 67% D+ 29% F
Dividend Return 0.78% 25% F 31% F
Total Return 1.35% 67% D+ 28% F
Trailing 12 Months  
Capital Gain 4.94% 100% F 44% F
Dividend Return 1.63% 33% F 30% F
Total Return 6.58% 100% F 43% F
Trailing 5 Years  
Capital Gain -4.74% 100% F 34% F
Dividend Return 2.96% 11% F 12% F
Total Return -1.78% 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.