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

ETF | Others |

Last Closing

CAD 38.19

Change

-0.06 (-0.16)%

Market Cap

CAD 0.02B

Volume

1.40K

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 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..

+0.01 (+0.02%)

CAD 5.29B
PHYS-U:CA Sprott Physical Gold Trust

+0.22 (+1.11%)

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

+0.19 (+0.54%)

CAD 4.54B
XEQT:CA iShares Core Equity Portfolio

+0.17 (+0.54%)

CAD 4.46B
HXT-U:CA Horizons S&P/TSX 60 Index ETF

N/A

CAD 3.92B
CEF-U:CA Sprott Physical Gold and Silve..

+0.59 (+2.51%)

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

+0.41 (+4.12%)

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

+0.02 (+0.09%)

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

-0.10 (-0.46%)

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 13.12% 72% C 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.12% 71% C- 60% D-
Trailing 12 Months  
Capital Gain 14.34% 60% D- 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.34% 57% F 52% F
Trailing 5 Years  
Capital Gain 49.53% 68% D+ 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 49.53% 67% D+ 65% D
Average Annual (5 Year Horizon)  
Capital Gain 8.41% 82% B 67% D+
Dividend Return 8.41% 82% B 62% D
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 7.31% 56% F 79% B-
Risk Adjusted Return 115.04% 99% N/A 99% N/A
Market Capitalization 0.02B 30% F 13% 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.