BTO:NYE-John Hancock Financial Opportunities Fund (USD)

FUND | Gold |

Last Closing

USD 32.26

Change

+0.08 (+0.25)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-26 )

Largest Industry Peers for Gold

Symbol Name Price(Change) Market Cap
AEM Agnico Eagle Mines Limited

-0.16 (-0.19%)

USD 42.43B
GOLD Barrick Gold Corp

+0.31 (+1.50%)

USD 35.72B
WPM Wheaton Precious Metals Corp

+0.06 (+0.09%)

USD 28.40B
AU AngloGold Ashanti plc

+0.48 (+1.67%)

USD 12.05B
AGI Alamos Gold Inc

-0.23 (-1.11%)

USD 8.72B
PAAS Pan American Silver Corp.

+0.47 (+2.15%)

USD 7.76B
HMY Harmony Gold Mining Company Li..

+0.12 (+1.12%)

USD 6.44B
BTG B2Gold Corp

+0.08 (+2.46%)

USD 4.25B
OR Osisko Gold Ro

+0.34 (+1.82%)

USD 3.35B
NGD New Gold Inc

-0.03 (-0.96%)

USD 2.47B

ETFs Containing BTO

CGXF:CA CI Gold+ Giants Covered C.. 6.45 % 0.00 %

+0.07 (+0.59%)

CAD 0.42B
HGGG:CA Harvest Global Gold Giant.. 4.97 % 0.00 %

+0.37 (+0.59%)

CAD 0.02B
ESGO:LSE AuAg ESG Gold Mining UCIT.. 4.45 % 0.00 %

+0.12 (+0.59%)

USD 0.02B
CDIV:CA Manulife Smart Dividend E.. 4.27 % 0.00 %

+0.09 (+0.59%)

CAD 0.60B
ESGP:LSE AuAg ESG Gold Mining UCIT.. 4.06 % 0.00 %

+6.05 (+0.59%)

N/A
GDXJ VanEck Junior Gold Miners.. 2.53 % 0.53 %

+0.66 (+0.59%)

USD 5.47B
GDXJ:SW VanEck Junior Gold Miners.. 2.37 % 0.00 %

+0.23 (+0.59%)

N/A
G2XJ:XETRA VanEck Junior Gold Miners.. 2.21 % 0.00 %

+0.34 (+0.59%)

USD 0.44B
VRAI Virtus Real Asset Income .. 1.26 % 0.00 %

-0.17 (0.59%)

USD 0.02B
SGDM Sprott Gold Miners ETF 0.00 % 0.57 %

+0.13 (+0.59%)

USD 0.28B
ZJG:CA BMO Junior Gold Index ETF 0.00 % 0.60 %

+0.36 (+0.59%)

CAD 0.08B
GDXJ:LSE VanEck Junior Gold Miners.. 0.00 % 0.00 %

+0.72 (+0.59%)

N/A
GJGB:LSE VanEck Junior Gold Miners.. 0.00 % 0.00 %

+0.34 (+0.59%)

N/A
G2XJ:F VanEck Junior Gold Miners.. 0.00 % 0.00 %

+1.00 (+0.59%)

N/A
JGLD 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Gold) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.25% 26% F 46% F
Dividend Return 6.48% 90% A- 89% A-
Total Return 13.73% 32% F 58% F
Trailing 12 Months  
Capital Gain 26.61% 40% F 71% C-
Dividend Return 10.20% 91% A- 93% A
Total Return 36.81% 43% F 81% B-
Trailing 5 Years  
Capital Gain -0.15% 21% F 42% F
Dividend Return 37.14% 89% A- 90% A-
Total Return 36.99% 44% F 54% F
Average Annual (5 Year Horizon)  
Capital Gain 11.18% 72% C 71% C-
Dividend Return 18.60% 83% B 80% B-
Total Return 7.42% 92% A 90% A-
Risk Return Profile  
Volatility (Standard Deviation) 51.40% 19% F 17% F
Risk Adjusted Return 36.19% 79% B- 53% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
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.