ducovest

PBD:CA:TSX-Purpose Total Return Bond (CAD)

ETF | High Yield Fixed Income |

Last Closing

CAD 16.92

Change

0.00 (0.00)%

Market Cap

CAD 0.01B

Volume

100.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Company Website : http://www.purposeinvest.com

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-21 )

Largest Industry Peers for High Yield Fixed Income

Symbol Name Price(Change) Market Cap
ZJK:CA BMO High Yield US Corporate Bo..

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ZHY:CA BMO High Yield US Corporate Bo..

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ZEF:CA BMO Emerging Markets Bond (CAD..

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XHY:CA iShares U.S. High Yield Bond I..

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 CAD 0.42B
CVD:CA iShares Convertible Bond Commo..

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 CAD 0.10B
SYLD:CA Purpose Strategic Yield Fund E..

N/A

 CAD 0.09B
XSI:CA iShares Short Term Strategic F..

N/A

 CAD 0.05B
QHY:CA Mackenzie US High Yield Bond I..

N/A

 CAD 0.04B
ZGSB:CA BMO Global Strategic Bond ETF

N/A

 CAD 0.01B
DXO:CA Dynamic Active Crossover Bond ..

N/A

 N/A

ETFs Containing PBD:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (High Yield Fixed Income) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.30% 25% F 24% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.30% 33% F 21% F
Trailing 12 Months  
Capital Gain 6.02% 42% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.02% 33% F 26% F
Trailing 5 Years  
Capital Gain -8.54% 75% C 26% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -8.54% 33% F 20% F
Average Annual (5 Year Horizon)  
Capital Gain -2.54% 58% F 21% F
Dividend Return -1.37% 17% F 20% F
Total Return 1.17% 8% B- 40% F
Risk Return Profile  
Volatility (Standard Deviation) 4.90% 92% A 90% A-
Risk Adjusted Return -27.96% 8% B- 14% F
Market Capitalization 0.01B 20% F 11% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

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.