EARN:CA:TSX-Evolve Active Global Fixed Income Fund (CAD)

ETF | Global Corporate Fixed Income |

Last Closing

CAD 49.22

Change

+0.01 (+0.02)%

Market Cap

CAD 0.02B

Volume

300.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-24 )

Largest Industry Peers for Global Corporate Fixed Income

Symbol Name Price(Change) Market Cap
ZIC:CA BMO Mid-Term US IG Corporate B..

-0.06 (-0.33%)

CAD 3.13B
ZMU:CA BMO Mid-Term US IG Corporate B..

+0.02 (+0.15%)

CAD 3.00B
QUIG:CA Mackenzie US Investment Grade ..

N/A

CAD 0.55B
XIG:CA iShares U.S. IG Corporate Bond..

-0.03 (-0.14%)

CAD 0.32B
RUSB:CA RBC Short Term U.S. Corporate ..

N/A

CAD 0.27B
ZSU:CA BMO Short-Term US IG Corporate..

N/A

CAD 0.16B
IGCF:CA PIMCO Investment Grade Credit ..

N/A

CAD 9.34M
TUSB:CA TD Select U.S. Short Term Corp..

-0.05 (-0.36%)

CAD 9.17M

ETFs Containing EARN:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Corporate Fixed Income) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.71% 67% D+ 26% F
Dividend Return -3.40% 38% F 3% F
Total Return -0.69% 33% F 16% F
Trailing 12 Months  
Capital Gain 6.19% 44% F 27% F
Dividend Return -2.71% 38% F 3% F
Total Return 3.48% 33% F 19% F
Trailing 5 Years  
Capital Gain -4.05% 89% A- 32% F
Dividend Return -1.72% 38% F 1% F
Total Return -5.77% 33% F 21% F
Average Annual (5 Year Horizon)  
Capital Gain -1.06% 100% F 30% F
Dividend Return -0.66% 67% D+ 23% F
Total Return 0.40% 11% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 4.85% 78% C+ 90% A-
Risk Adjusted Return -13.54% 67% D+ 20% F
Market Capitalization 0.02B 33% F 16% 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:
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.