HBF:CA:TSX-Harvest Brand Leaders Plus Income ETF (CAD)

ETF | US Equity |

Last Closing

CAD 10.03

Change

+0.10 (+1.01)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-19 )

Largest Industry Peers for US Equity

Symbol Name Price(Change) Market Cap
VFV:CA Vanguard S&P 500 Index ETF

+1.67 (+1.23%)

CAD 16.35B
ZSP:CA BMO S&P 500

+1.04 (+1.24%)

CAD 15.56B
XSP:CA iShares Core S&P 500 (CAD Hedg..

+0.99 (+1.69%)

CAD 10.26B
VUN:CA Vanguard US Total Market

+1.36 (+1.33%)

CAD 9.10B
XUS:CA iShares Core S&P 500 Index ETF

+0.60 (+1.26%)

CAD 7.07B
HXS:CA Global X S&P 500 Corporate Cla..

+0.96 (+1.23%)

CAD 3.88B
VSP:CA Vanguard S&P 500 CAD hedged

+1.55 (+1.70%)

CAD 3.35B
QUU:CA Mackenzie US Large Cap Equity ..

+2.92 (+1.33%)

CAD 3.20B
XUU:CA iShares Core S&P US Total Mark..

+0.77 (+1.36%)

CAD 2.96B
XQQ:CA iShares NASDAQ 100 (CAD Hedged..

+1.26 (+2.59%)

CAD 2.85B

ETFs Containing HBF:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.81% 3% F 33% F
Dividend Return 3.19% 94% A 70% C-
Total Return 7.99% 5% F 37% F
Trailing 12 Months  
Capital Gain 8.79% 3% F 36% F
Dividend Return 5.91% 98% N/A 84% B
Total Return 14.70% 5% F 44% F
Trailing 5 Years  
Capital Gain 7.16% 5% F 43% F
Dividend Return 24.58% 100% F 86% B+
Total Return 31.74% 12% F 53% F
Average Annual (5 Year Horizon)  
Capital Gain 2.35% 2% F 47% F
Dividend Return 7.40% 12% F 58% F
Total Return 5.05% 98% N/A 91% A-
Risk Return Profile  
Volatility (Standard Deviation) 16.60% 29% F 50% F
Risk Adjusted Return 44.58% 3% F 63% 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.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.