ducovest

HAZ:CA:TSX-Horizons Active Global Dividend ETF (CAD)

ETF | Global Equity | Toronto Stock Exchange

Last Closing

CAD 35.53

Change

-0.12 (-0.34)%

Market Cap

CAD 0.26B

Volume

6.97K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks long-term returns consisting of regular dividend income and modest long-term capital growth. The fund will invest primarily in equity and equity-related securities of companies with operations located anywhere in the world.

Company Website : www.horizonsetfs.com

Currency: CAD

Country : Canada

Inception Date: 20/07/2010

Primary Benchmark: MSCI World Index

Primary Index: MSCI World GR CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.94 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
5BU:F ZHIHU INC.SP.ADR/1/2 CL.A 4.31 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-06-28 )

Largest Industry Peers for Global Equity

Symbol Name Mer Price(Change) Market Cap
VEQT:CA Vanguard All-Equity ETF Portfo.. 0.25 %

N/A

 CAD 4.40B
XAW:CA iShares Core MSCI All Country .. 0.22 %

N/A

 CAD 2.49B
VXC:CA Vanguard FTSE Global All Cap e.. 0.27 %

N/A

 CAD 1.96B
XWD:CA iShares MSCI World Index ETF 0.47 %

N/A

 CAD 0.99B
DXG:CA Dynamic Active Global Dividend.. 0.82 %

N/A

 CAD 0.68B
ZGQ:CA BMO MSCI All Country World Hig.. 0.50 %

N/A

 CAD 0.67B
XDG:CA iShares Core MSCI Global Quali.. 0.22 %

N/A

 CAD 0.36B
VVL:CA Vanguard Global Value Factor 0.40 %

N/A

 CAD 0.35B
MWD:CA Mackenzie Maximum Diversificat.. 0.60 %

N/A

 CAD 0.29B
XMW:CA iShares MSCI Min Vol Global In.. 0.48 %

N/A

 CAD 0.17B

ETFs Containing HAZ:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.98% 87% B+ 78% C+
Dividend Return 0.63% 24% F 22% F
Total Return 15.61% 83% B 77% C+
Trailing 12 Months  
Capital Gain 22.39% 87% B+ 79% B-
Dividend Return 1.53% 36% F 35% F
Total Return 23.92% 87% B+ 78% C+
Trailing 5 Years  
Capital Gain 60.05% 74% C 75% C
Dividend Return 6.91% 45% F 32% F
Total Return 66.96% 74% C 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 8.58% 52% F 70% C-
Dividend Return 9.84% 52% F 69% C-
Total Return 1.25% 57% F 43% F
Risk Return Profile  
Volatility (Standard Deviation) 9.09% 83% B 72% C
Risk Adjusted Return 108.21% 100% F 98% N/A
Market Capitalization 0.26B 74% C 59% D-

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.

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:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.