ducovest

MWD:CA:TSX-Mackenzie Maximum Diversification All World Developed Index ETF (CAD)

ETF | Global Equity | Toronto Stock Exchange

Last Closing

CAD 30.18

Change

0.00 (0.00)%

Market Cap

CAD 8.01M

Volume

1.80K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of the TOBAM Maximum Diversification All World Developed Index, or any successor thereto. It invests primarily in equity securities of developed world markets.

Company Website : www.mackenzieinvestments.com

Currency: CAD

Country : Canada

Inception Date: 07/09/2016

Primary Benchmark: TOBAM Max Div AW Dvlp TR CAD

Primary Index: MSCI World GR CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.60 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
WHD Cactus Inc 1.22 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-08-03 )

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 4.86B
XAW:CA iShares Core MSCI All Country .. 0.22 %

N/A

 CAD 2.61B
VXC:CA Vanguard FTSE Global All Cap e.. 0.27 %

N/A

 CAD 2.05B
XWD:CA iShares MSCI World Index ETF 0.47 %

N/A

 CAD 1.03B
TGED:CA TD Active Global Enhanced Divi.. 0.00 %

N/A

 CAD 0.74B
ZGQ:CA BMO MSCI All Country World Hig.. 0.50 %

N/A

 CAD 0.73B
HAZ:CA Global X Active Global Dividen.. 0.94 %

N/A

 CAD 0.45B
XDG:CA iShares Core MSCI Global Quali.. 0.22 %

N/A

 CAD 0.39B
XMW:CA iShares MSCI Min Vol Global In.. 0.48 %

N/A

 CAD 0.18B
CYH:CA iShares Global Monthly Dividen.. 0.66 %

N/A

 CAD 0.15B

ETFs Containing MWD: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 12.78% 61% D- 72% C
Dividend Return 0.82% 67% D+ 26% F
Total Return 13.60% 70% C- 70% C-
Trailing 12 Months  
Capital Gain 13.29% 43% F 67% D+
Dividend Return 1.64% 50% F 33% F
Total Return 14.92% 39% F 64% D
Trailing 5 Years  
Capital Gain 26.12% 30% F 57% F
Dividend Return 6.09% 35% F 20% F
Total Return 32.20% 30% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain 3.72% 26% F 54% F
Dividend Return 4.82% 17% F 52% F
Total Return 1.10% 35% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 11.58% 61% D- 67% D+
Risk Adjusted Return 41.66% 9% A- 61% D-
Market Capitalization 8.01M N/A N/A N/A N/A

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:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.