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

ETF | US Small/Mid Cap Equity |

Last Closing

CAD 42.98

Change

-0.44 (-1.01)%

Market Cap

CAD 0.73B

Volume

0.12M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-20 )

Largest Industry Peers for US Small/Mid Cap Equity

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

-0.23 (-0.71%)

CAD 0.33B
XMH:CA iShares S&P US Mid-Cap CAD Hed..

-0.12 (-0.43%)

CAD 0.24B
DXZ:CA Dynamic Active U.S. Mid-Cap ET..

N/A

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

N/A

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

N/A

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 9.59% 29% F 46% F
Dividend Return 0.41% 33% F 12% F
Total Return 9.99% 29% F 43% F
Trailing 12 Months  
Capital Gain 23.83% 57% F 70% C-
Dividend Return 1.20% 33% F 26% F
Total Return 25.02% 86% B+ 67% D+
Trailing 5 Years  
Capital Gain 32.78% 50% F 61% D-
Dividend Return 4.67% 33% F 15% F
Total Return 37.45% 50% F 57% 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 0.73B 100% F 65% 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.