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

ETF | Others |

Last Closing

CAD 38.68

Change

0.00 (0.00)%

Market Cap

CAD 0.02B

Volume

300.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
XEF-U:CA iShares Core MSCI EAFE IMI Ind..

+0.11 (+0.39%)

CAD 6.19B
CASH:CA GLOBAL X HIGH INTEREST SAVINGS..

N/A

CAD 5.31B
PHYS-U:CA Sprott Physical Gold Trust

-0.13 (-0.65%)

CAD 4.76B
XEQT:CA iShares Core Equity Portfolio

-0.03 (-0.09%)

CAD 4.70B
XUS-U:CA iShares Core S&P 500 Index ETF

-0.04 (-0.11%)

CAD 4.54B
HXT-U:CA Horizons S&P/TSX 60 Index ETF

N/A

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

-0.48 (-2.00%)

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

+0.06 (+0.57%)

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

-0.06 (-0.26%)

CAD 2.78B
ZMMK:CA BMO Money Market Fund ETF Seri..

N/A

CAD 2.53B

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 14.57% 73% C 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.57% 72% C 60% D-
Trailing 12 Months  
Capital Gain 17.35% 63% D 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.35% 61% D- 54% F
Trailing 5 Years  
Capital Gain 47.58% 70% C- 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 47.58% 70% C- 64% D
Average Annual (5 Year Horizon)  
Capital Gain 8.59% 83% B 67% D+
Dividend Return 8.59% 83% B 62% D
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 7.29% 56% F 80% B-
Risk Adjusted Return 117.88% 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.