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

ETF | Global Corporate Fixed Income |

Last Closing

CAD 48.17

Change

-0.13 (-0.27)%

Market Cap

CAD 0.02B

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-27 )

ETFs Containing EARN:CA

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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 0.52% 67% D+ 32% F
Dividend Return 1.04% 44% F 37% F
Total Return 1.57% 67% D+ 30% F
Trailing 12 Months  
Capital Gain 5.22% 100% F 45% F
Dividend Return 1.91% 33% F 41% F
Total Return 7.13% 78% C+ 42% F
Trailing 5 Years  
Capital Gain -5.73% 89% A- 35% F
Dividend Return 2.69% 11% F 12% F
Total Return -3.04% 56% F 27% 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 16% 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.