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

ETF | Others |

Last Closing

CAD 38.41

Change

-0.01 (-0.03)%

Market Cap

CAD 0.02B

Volume

2.00K

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: 2024-06-24 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
XEF-U:CA iShares Core MSCI EAFE IMI Ind..

N/A

CAD 6.19B
CASH:CA GLOBAL X HIGH INTEREST SAVINGS..

N/A

CAD 4.87B
PHYS-U:CA Sprott Physical Gold Trust

+0.01 (+0.06%)

CAD 4.76B
XUS-U:CA iShares Core S&P 500 Index ETF

+0.08 (+0.12%)

CAD 4.54B
HXT-U:CA Horizons S&P/TSX 60 Index ETF

+0.23 (+0.56%)

CAD 3.92B
XEQT:CA iShares Core Equity Portfolio

+0.07 (+0.23%)

CAD 3.86B
CEF-U:CA Sprott Physical Gold and Silve..

N/A

CAD 3.78B
PSLV-U:CA Sprott Physical Silver Trust

+0.05 (+0.51%)

CAD 3.29B
NSCB:CA NBI Sustainable Canadian Bond ..

-0.05 (-0.23%)

CAD 2.78B
NUBF:CA NBI Unconstrained Fixed Income..

+0.02 (+0.10%)

CAD 2.52B

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 13.77% 81% B- 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.77% 80% B- 76% C+
Trailing 12 Months  
Capital Gain 20.52% 74% C 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.52% 74% C 73% C
Trailing 5 Years  
Capital Gain 47.84% 72% C 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 47.84% 72% C 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 7.60% 82% B 67% D+
Dividend Return 7.60% 82% B 63% D
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 7.33% 54% F 77% C+
Risk Adjusted Return 103.64% 99% N/A 98% N/A
Market Capitalization 0.02B 32% 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.