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

ETF | Global Corporate Fixed Income |

Last Closing

CAD 49.13

Change

+0.02 (+0.04)%

Market Cap

CAD 0.02B

Volume

N/A

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: 2024-10-29 )

Largest Industry Peers for Global Corporate Fixed Income

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

+0.04 (+0.22%)

CAD 3.17B
ZMU:CA BMO Mid-Term US IG Corporate B..

+0.02 (+0.16%)

CAD 2.98B
QUIG:CA Mackenzie US Investment Grade ..

-0.40 (-0.46%)

CAD 0.54B
XIG:CA iShares U.S. IG Corporate Bond..

+0.02 (+0.10%)

CAD 0.34B
RUSB:CA RBC Short Term U.S. Corporate ..

+0.03 (+0.14%)

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 0.01B
TUSB:CA TD Select U.S. Short Term Corp..

+0.06 (+0.42%)

CAD 0.01B

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 2.53% 67% D+ 28% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.53% 67% D+ 31% F
Trailing 12 Months  
Capital Gain 5.95% 44% F 23% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.95% 56% F 27% F
Trailing 5 Years  
Capital Gain -4.08% 89% A- 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.08% 89% A- 35% F
Average Annual (5 Year Horizon)  
Capital Gain -0.84% 100% F 29% F
Dividend Return -0.46% 78% C+ 21% F
Total Return 0.37% 11% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 4.91% 78% C+ 91% A-
Risk Adjusted Return -9.47% 78% C+ 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:
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.

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.