ducovest

HXU:CA:TSX-Horizons BetaPro S&P/TSX 60 Bull Plus (CAD)

ETF | Passive Inverse/Leveraged | Toronto Stock Exchange

Last Closing

CAD 23.4

Change

0.00 (0.00)%

Market Cap

CAD 0.05B

Volume

0.06M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to replicate, before fees and expenses, twice the daily performance of the S&P/TSX 60 Index. The fund may invest in equity securities and/or other financial instruments, including derivatives. It will employ leverage, which will generally not exceed two times the net asset value.

Company Website : www.horizonsetfs.com

Currency: CAD

Country : Canada

Inception Date: 08/01/2007

Primary Benchmark: S&P/TSX 60 TR CAD

Primary Index: CIBC WM 91 Day Treasury Bill CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 1.52 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
SECAUTO:NSE 100.00 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-07 )

Largest Industry Peers for Passive Inverse/Leveraged

Symbol Name Mer Price(Change) Market Cap
HQU:CA BetaPro NASDAQ-100® 2x Daily .. 1.52 %

N/A

 CAD 0.36B
HSU:CA BetaPro S&P 500® 2x Daily Bul.. 1.52 %

N/A

 CAD 0.14B
HGU:CA BetaPro Canadian Gold Miners 2.. 1.36 %

N/A

 CAD 0.10B
HZU:CA BetaPro Silver 2x Daily Bull 1.52 %

N/A

 CAD 0.07B
HQD:CA BetaPro NASDAQ-100® -2x Daily.. 1.52 %

N/A

 CAD 0.06B
HSD:CA BetaPro S&P 500® -2x Daily Be.. 1.52 %

N/A

 CAD 0.05B
HND:CA BetaPro Natural Gas 2x Daily B.. 1.52 %

N/A

 CAD 0.04B
HOD:CA BetaPro Crude Oil Inverse Leve.. 1.40 %

N/A

 CAD 0.04B
HEU:CA BetaPro S&P TSX Capped Energy .. 1.52 %

N/A

 CAD 0.04B
HFU:CA BetaPro S&P TSX Capped Financi.. 1.52 %

N/A

 CAD 0.03B

ETFs Containing HXU:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Passive Inverse/Leveraged) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.07% 77% C+ 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.07% 77% C+ 74% C
Trailing 12 Months  
Capital Gain 27.59% 73% C 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 27.59% 73% C 81% B-
Trailing 5 Years  
Capital Gain 77.27% 95% A 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 77.27% 95% A 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 17.19% 50% F 84% B
Dividend Return 17.19% 50% F 82% B
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 31.91% 95% A 28% F
Risk Adjusted Return 53.88% 100% F 72% C
Market Capitalization 0.05B 75% C 24% 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.

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
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.