XSU:CA:TSX-iShares US Small Cap (CAD Hedged) (CAD)

ETF | US Small/Mid Cap Equity |

Last Closing

CAD 43.42

Change

+0.88 (+2.07)%

Market Cap

CAD 0.69B

Volume

0.31M

Analyst Target

N/A
Analyst Rating

Verdict

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 Small/Mid Cap Equity

Symbol Name Price(Change) Market Cap
XMC:CA iShares S&P US Mid-Cap

+0.42 (+1.31%)

CAD 0.31B
XMH:CA iShares S&P US Mid-Cap CAD Hed..

+0.41 (+1.48%)

CAD 0.23B
DXZ:CA Dynamic Active U.S. Mid-Cap ET..

+0.10 (+0.75%)

CAD 0.03B
UMI:CA CI U.S. MidCap Dividend Index ..

N/A

CAD 0.02B
MUMC:CA Manulife Multifactor U.S. Mid ..

+0.55 (+1.26%)

CAD 8.67M
MUSC:CA Manulife Multifactor U.S. Smal..

N/A

CAD 3.66M

ETFs Containing XSU:CA

CBN 0.00 % 1.97 %

N/A

N/A
CBN:CA 0.00 % 0.84 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Small/Mid Cap Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.71% 29% F 49% F
Dividend Return 0.41% 33% F 12% F
Total Return 11.11% 29% F 46% F
Trailing 12 Months  
Capital Gain 24.56% 86% B+ 72% C
Dividend Return 1.19% 33% F 25% F
Total Return 25.75% 86% B+ 70% C-
Trailing 5 Years  
Capital Gain 34.14% 50% F 63% D
Dividend Return 4.67% 33% F 14% F
Total Return 38.81% 50% F 58% F
Average Annual (5 Year Horizon)  
Capital Gain 9.21% 57% F 69% C-
Dividend Return 10.09% 43% F 67% D+
Total Return 0.88% 50% F 34% F
Risk Return Profile  
Volatility (Standard Deviation) 28.05% 14% F 32% F
Risk Adjusted Return 35.96% 43% F 55% F
Market Capitalization 0.69B 100% F 64% D

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:
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:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.