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

ETF | Others |

Last Closing

CAD 40.57

Change

+0.09 (+0.22)%

Market Cap

CAD 0.02B

Volume

3.00K

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 Others

Symbol Name Price(Change) Market Cap
XEF-U:CA iShares Core MSCI EAFE IMI Ind..

-0.06 (-0.22%)

CAD 6.19B
CASH:CA GLOBAL X HIGH INTEREST SAVINGS..

+0.01 (+0.02%)

CAD 5.46B
XEQT:CA iShares Core Equity Portfolio

-0.01 (-0.03%)

CAD 5.15B
PHYS-U:CA Sprott Physical Gold Trust

+0.16 (+0.75%)

CAD 4.76B
XUS-U:CA iShares Core S&P 500 Index ETF

+0.07 (+0.19%)

CAD 4.54B
HXT-U:CA Global X S&P/TSX 60 Index ETF

-0.28 (-0.61%)

CAD 3.92B
CEF-U:CA Sprott Physical Gold and Silve..

+0.40 (+1.54%)

CAD 3.78B
PSLV-U:CA Sprott Physical Silver Trust

+0.26 (+2.28%)

CAD 3.29B
NSCB:CA NBI Sustainable Canadian Bond ..

-0.01 (-0.04%)

CAD 2.78B
ZMMK:CA BMO Money Market Fund ETF Seri..

N/A

CAD 2.59B

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 20.17% 76% C+ 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.17% 76% C+ 71% C-
Trailing 12 Months  
Capital Gain 25.41% 60% D- 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.41% 60% D- 59% D-
Trailing 5 Years  
Capital Gain 54.85% 71% C- 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 54.85% 71% C- 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 9.17% 82% B 66% D+
Dividend Return 9.17% 82% B 62% D
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 7.43% 57% F 80% B-
Risk Adjusted Return 123.44% 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.