ducovest

HPF:CA:TSX-Energy Leaders Plus Income Fund (CAD)

ETF | Energy Equity |

Last Closing

CAD 3.27

Change

+0.01 (+0.31)%

Market Cap

N/A

Volume

0.07M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Energy Equity

Symbol Name Price(Change) Market Cap
XEG:CA iShares S&P/TSX Capped Energy ..

-0.08 (-0.47%)

 CAD 1.50B
ZEO:CA BMO Equal Weight Oil & Gas Ind..

-0.36 (-0.51%)

 CAD 0.21B
NXF:CA First Asset Energy Giants Cove..

-0.01 (-0.17%)

 CAD 0.14B

ETFs Containing HPF:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Energy Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -4.66% 25% F 14% F
Dividend Return 5.83% 100% F 96% N/A
Total Return 1.17% 50% F 20% F
Trailing 12 Months  
Capital Gain -8.66% 50% F 13% F
Dividend Return 8.38% 100% F 97% N/A
Total Return -0.28% 50% F 17% F
Trailing 5 Years  
Capital Gain -20.63% 25% F 17% F
Dividend Return 18.33% 50% F 72% C
Total Return -2.31% 25% F 25% F
Average Annual (5 Year Horizon)  
Capital Gain 7.77% 25% F 64% D
Dividend Return 12.68% 25% F 74% C
Total Return 4.92% 75% C 90% A-
Risk Return Profile  
Volatility (Standard Deviation) 26.72% 100% F 33% F
Risk Adjusted Return 47.47% 25% F 65% D
Market Capitalization N/A 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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (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:
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.