ducovest

HXE:CA:TSX-Horizons S&P/TSX Capped Energy Index ETF (CAD)

ETF | Natural Resources Equity | Toronto Stock Exchange

Last Closing

CAD 35.41

Change

+0.64 (+1.84)%

Market Cap

CAD 0.01B

Volume

455.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund seeks to replicate, to the extent possible, the performance of the S&P/TSX Capped Energy Index (Total Return), net of expenses.

Company Website : www.horizonsetfs.com

Currency: CAD

Country : Canada

Inception Date: 16/09/2013

Primary Benchmark: S&P/TSX Capped Energy TR

Primary Index: Morningstar Canadian Resources TR CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.28 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
CBOE 100.00 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Natural Resources Equity

Symbol Name Mer Price(Change) Market Cap
XBM:CA iShares S&P/TSX Global Base Me.. 0.62 %

N/A

 CAD 0.29B
XMA:CA iShares S&P/TSX Capped Materia.. 0.61 %

N/A

 CAD 0.20B
ZMT:CA BMO S&P/TSX Equal Weight Globa.. 0.61 %

N/A

 CAD 0.18B

ETFs Containing HXE:CA

HAC.A:CA 0.00 % 3.14 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Natural Resources Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.20% 50% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.20% 50% F 53% F
Trailing 12 Months  
Capital Gain 7.24% 25% F 32% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.24% 25% F 28% F
Trailing 5 Years  
Capital Gain 125.25% 100% F 89% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 125.25% 100% F 89% A-
Average Annual (5 Year Horizon)  
Capital Gain 42.17% 100% F 92% A
Dividend Return 42.17% 100% F 92% A
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 48.14% 50% F 18% F
Risk Adjusted Return 87.59% 100% F 94% A
Market Capitalization 0.01B 25% F 33% 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.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:
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.

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.