PRP:CA:TSX-Purpose Conservative Income Fund Series ETF (CAD)

ETF | Global Neutral Balanced |

Last Closing

CAD 19.92

Change

-0.05 (-0.25)%

Market Cap

N/A

Volume

N/A

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-09-26 )

Largest Industry Peers for Global Neutral Balanced

Symbol Name Price(Change) Market Cap
VBAL:CA Vanguard Balanced Portfolio

+0.18 (+0.55%)

CAD 3.06B
XBAL:CA iShares Core Balanced ETF Port..

+0.17 (+0.58%)

CAD 1.57B
VCNS:CA Vanguard Conservative ETF Port..

+0.10 (+0.34%)

CAD 0.50B
ZBAL:CA BMO Balanced ETF

+0.21 (+0.53%)

CAD 0.25B
ZMI:CA BMO Monthly Income

+0.06 (+0.35%)

CAD 0.13B
PINC:CA Purpose Multi-Asset Income Fun..

+0.03 (+0.16%)

CAD 0.07B
HCON:CA Global X Conservative Asset Al..

+0.05 (+0.37%)

CAD 0.05B
PIN:CA Purpose Monthly Income Fund Se..

N/A

CAD 5.86M

ETFs Containing PRP:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Neutral Balanced) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.73% 22% F 35% F
Dividend Return -13.24% 25% F 1% F
Total Return -7.51% 22% F 11% F
Trailing 12 Months  
Capital Gain 5.73% 11% F 24% F
Dividend Return -13.24% 25% F 1% F
Total Return -7.51% 22% F 12% F
Trailing 5 Years  
Capital Gain -4.18% 11% F 30% F
Dividend Return -7.26% 25% F 1% F
Total Return -11.45% 22% F 17% F
Average Annual (5 Year Horizon)  
Capital Gain -1.07% 11% F 30% F
Dividend Return 0.14% 22% F 27% F
Total Return 1.21% 44% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 5.21% 100% F 89% A-
Risk Adjusted Return 2.63% 22% F 28% F
Market Capitalization N/A N/A N/A N/A N/A

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.