PHE-B:CA:TSX-Purpose Fund Corp. - Purpose Tactical Hedged Equity Fund (CAD)

ETF | Others |

Last Closing

CAD 37.58

Change

0.00 (0.00)%

Market Cap

CAD 0.02B

Volume

150.00

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 )

ETFs Containing PHE-B:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.32% 76% C+ 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.32% 76% C+ 68% D+
Trailing 12 Months  
Capital Gain 16.13% 67% D+ 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.13% 66% D+ 63% D
Trailing 5 Years  
Capital Gain 43.11% 69% C- 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 43.11% 69% C- 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 7.17% 82% B 66% D+
Dividend Return 7.17% 82% B 62% D
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 7.36% 54% F 77% C+
Risk Adjusted Return 97.40% 99% N/A 97% N/A
Market Capitalization 0.02B 33% F 15% 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:
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.

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.