ducovest

XPF:CA:TSX-iShares S&P/TSX North American Preferred Stock (CAD Hedged) (CAD)

ETF | Preferred Share Fixed Income |

Last Closing

CAD 15.3

Change

0.00 (0.00)%

Market Cap

CAD 0.20B

Volume

2.48K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Company Website : http://www.blackrock.com/ca

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-30 )

Largest Industry Peers for Preferred Share Fixed Income

Symbol Name Price(Change) Market Cap
ZPR:CA BMO Laddered Preferred Share

-0.04 (-0.38%)

 CAD 1.36B
HPR:CA Global X Active Preferred Shar..

-0.01 (-0.11%)

 CAD 1.02B
CPD:CA iShares S&P/TSX Canadian Prefe..

N/A

 CAD 1.01B
TPRF:CA TD Active Preferred Share ETF

+0.05 (+0.47%)

 CAD 0.31B
BPRF:CA Brompton Flaherty & Crumrine I..

N/A

 CAD 0.17B
NPRF:CA NBI Active Canadian Preferred ..

-0.01 (-0.04%)

 CAD 0.16B
PR:CA Lysander-Slater Preferred Shar..

+0.03 (+0.32%)

 CAD 0.08B
FPR:CA CI Preferred Share ETF

N/A

 CAD 0.05B
DIVS:CA Evolve Active Canadian Preferr..

-0.02 (-0.12%)

 CAD 0.05B
ZUP:CA BMO US Preferred Share Index E..

-0.07 (-0.32%)

 CAD 0.05B

ETFs Containing XPF:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Preferred Share Fixed Income) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.60% 19% F 44% F
Dividend Return -76.70% 33% F 5% F
Total Return -67.10% 13% F 4% F
Trailing 12 Months  
Capital Gain 17.51% 13% F 44% F
Dividend Return -81.08% 33% F 5% F
Total Return -63.57% 13% F 4% F
Trailing 5 Years  
Capital Gain -7.89% 25% F 28% F
Dividend Return -48.15% 33% F 9% A-
Total Return -56.04% 13% F 9% A-
Average Annual (5 Year Horizon)  
Capital Gain -0.76% 25% F 29% F
Dividend Return 3.57% 25% F 43% F
Total Return 4.34% 93% A 87% B+
Risk Return Profile  
Volatility (Standard Deviation) 14.05% 81% B- 58% F
Risk Adjusted Return 25.44% 31% F 45% F
Market Capitalization 0.20B 69% C- 45% 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:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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.

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.