WXM:CA:TSX-First Asset Morningstar Canada Momentum Common Class (CAD)

ETF | Canadian Equity |

Last Closing

CAD 29.59

Change

+0.14 (+0.48)%

Market Cap

CAD 0.55B

Volume

201.00

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: 2024-09-24 )

Largest Industry Peers for Canadian Equity

Symbol Name Price(Change) Market Cap
XIU:CA iShares S&P/TSX 60

+0.02 (+0.04%)

CAD 13.57B
XIC:CA iShares Core S&P/TSX Capped Co..

-0.17 (-0.44%)

CAD 13.00B
ZCN:CA BMO S&P/TSX Capped Composite

+0.07 (+0.22%)

CAD 8.12B
VCN:CA Vanguard FTSE Canada All Cap

+0.10 (+0.21%)

CAD 7.61B
ZLB:CA BMO Low Volatility Canadian Eq..

N/A

CAD 3.94B
HXT:CA Global X S&P/TSX 60™ Index ..

+0.06 (+0.10%)

CAD 3.92B
VCE:CA Vanguard FTSE Canada

+0.05 (+0.10%)

CAD 1.92B
QCN:CA Mackenzie Canadian Equity Inde..

+0.66 (+0.45%)

CAD 1.56B
XESG:CA iShares ESG Aware MSCI Canada ..

-0.15 (-0.52%)

CAD 0.42B
MCLC:CA Manulife Multifactor Canadian ..

N/A

CAD 0.34B

ETFs Containing WXM:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Canadian Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 20.92% 100% F 79% B-
Dividend Return 1.13% 23% F 34% F
Total Return 22.05% 100% F 79% B-
Trailing 12 Months  
Capital Gain 27.87% 100% F 76% C+
Dividend Return 1.67% 19% F 34% F
Total Return 29.54% 100% F 73% C
Trailing 5 Years  
Capital Gain 55.82% 90% A- 73% C
Dividend Return 4.68% 12% F 25% F
Total Return 60.49% 83% B 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 8.80% 50% F 68% D+
Dividend Return 9.49% 13% F 64% D
Total Return 0.69% 7% C- 31% F
Risk Return Profile  
Volatility (Standard Deviation) 12.16% 80% B- 65% D
Risk Adjusted Return 78.02% 50% F 89% A-
Market Capitalization 0.55B 71% C- 60% 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:
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.

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.