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

ETF | Global Corporate Fixed Income |

Last Closing

CAD 49.02

Change

+0.34 (+0.70)%

Market Cap

CAD 0.02B

Volume

100.00

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: 2024-08-28 )

Largest Industry Peers for Global Corporate Fixed Income

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

+0.08 (+0.44%)

CAD 3.09B
ZMU:CA BMO Mid-Term US IG Corporate B..

N/A

CAD 2.97B
QUIG:CA Mackenzie US Investment Grade ..

N/A

CAD 0.55B
XIG:CA iShares U.S. IG Corporate Bond..

+0.06 (+0.29%)

CAD 0.30B
RUSB:CA RBC Short Term U.S. Corporate ..

N/A

CAD 0.27B
ZSU:CA BMO Short-Term US IG Corporate..

+0.03 (+0.22%)

CAD 0.16B
IGCF:CA PIMCO Investment Grade Credit ..

N/A

CAD 9.34M
TUSB:CA TD Select U.S. Short Term Corp..

+0.03 (+0.21%)

CAD 8.43M

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 2.30% 67% D+ 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.30% 33% F 24% F
Trailing 12 Months  
Capital Gain 6.36% 100% F 38% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.36% 44% F 32% F
Trailing 5 Years  
Capital Gain -4.28% 89% A- 32% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.28% 56% F 24% F
Average Annual (5 Year Horizon)  
Capital Gain -1.23% 100% F 31% F
Dividend Return -0.79% 67% D+ 24% F
Total Return 0.44% 11% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 4.81% 78% C+ 89% A-
Risk Adjusted Return -16.43% 67% D+ 20% F
Market Capitalization 0.02B 33% 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:
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.