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

ETF | Global Corporate Fixed Income |

Last Closing

CAD 48.19

Change

0.00 (0.00)%

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)

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Relative Returns (From:    To: 2024-05-26 )

Largest Industry Peers for Global Corporate Fixed Income

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

+0.04 (+0.23%)

CAD 2.91B
ZMU:CA BMO Mid-Term US IG Corporate B..

+0.02 (+0.16%)

CAD 2.79B
QUIG:CA Mackenzie US Investment Grade ..

+0.10 (+0.12%)

CAD 0.54B
XIG:CA iShares U.S. IG Corporate Bond..

-0.07 (-0.35%)

CAD 0.30B
RUSB:CA RBC Short Term U.S. Corporate ..

-0.21 (-1.00%)

CAD 0.25B
ZSU:CA BMO Short-Term US IG Corporate..

-0.01 (-0.08%)

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

N/A

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

N/A

CAD 7.68M

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+ 29% 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 41% F
Trailing 5 Years  
Capital Gain -4.74% 100% F 35% F
Dividend Return 2.96% 11% F 12% F
Total Return -1.78% 56% F 27% F
Average Annual (5 Year Horizon)  
Capital Gain -1.71% 89% A- 31% F
Dividend Return -1.34% 56% F 24% F
Total Return 0.37% 11% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 4.47% 78% C+ 90% A-
Risk Adjusted Return -29.95% 44% 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.