PHE-B:CA:TSX-Purpose Fund Corp. - Purpose Tactical Hedged Equity Fund (CAD)

ETF | Others |

Last Closing

CAD 38.7

Change

+0.06 (+0.16)%

Market Cap

CAD 0.02B

Volume

200.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Others

ETFs Containing PHE-B:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.63% 65% D 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.63% 64% D 55% F
Trailing 12 Months  
Capital Gain 20.75% 57% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.75% 55% F 51% F
Trailing 5 Years  
Capital Gain 47.65% 68% D+ 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 47.65% 68% D+ 62% D
Average Annual (5 Year Horizon)  
Capital Gain 8.68% 83% B 67% D+
Dividend Return 8.68% 83% B 62% D
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 7.28% 56% F 80% B-
Risk Adjusted Return 119.12% 99% N/A 99% N/A
Market Capitalization 0.02B 32% F 13% 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:
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.

What to not like:
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.