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

ETF | Global Corporate Fixed Income |

Last Closing

CAD 48.3

Change

+0.12 (+0.25)%

Market Cap

CAD 0.02B

Volume

400.00

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: 2024-06-21 )

Largest Industry Peers for Global Corporate Fixed Income

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

+0.04 (+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 0.79% 67% D+ 34% F
Dividend Return 1.04% 44% F 34% F
Total Return 1.84% 67% D+ 34% F
Trailing 12 Months  
Capital Gain 5.25% 78% C+ 47% F
Dividend Return 1.91% 33% F 35% F
Total Return 7.16% 78% C+ 44% F
Trailing 5 Years  
Capital Gain -5.44% 89% A- 35% F
Dividend Return 2.94% 11% F 13% F
Total Return -2.51% 56% F 28% F
Average Annual (5 Year Horizon)  
Capital Gain -1.56% 100% F 31% F
Dividend Return -1.16% 67% D+ 25% F
Total Return 0.40% 11% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 4.59% 78% C+ 89% A-
Risk Adjusted Return -25.33% 56% F 19% 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:
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.