PZW:CA:TSX-PowerShares FTSE RAFI Global Small-Mid Fundamental ETF (CAD)

ETF | Global Small/Mid Cap Equity | Toronto Stock Exchange

Last Closing

CAD 36.57

Change

+0.27 (+0.74)%

Market Cap

CAD 0.01B

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

PowerShares FTSE RAFI Global Small-Mid Fundamental ETF seeks to generate capital growth over the long term by investing, directly or indirectly, primarily in equities of small- and medium-sized companies from developed markets globally.

Inception Date: 06/05/2015

Primary Benchmark: FTSE RAFI Dv Ex US Mid Small 1500 TR USD

Primary Index: MSCI World Small Cap GR CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.55 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-12 )

Largest Industry Peers for Global Small/Mid Cap Equity

ETFs Containing PZW:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Small/Mid Cap Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.58% 100% F 63% D
Dividend Return 1.28% 100% F 18% F
Total Return 17.86% 100% F 58% F
Trailing 12 Months  
Capital Gain 25.67% 100% F 68% D+
Dividend Return 3.62% 100% F 44% F
Total Return 29.29% 100% F 68% D+
Trailing 5 Years  
Capital Gain 39.90% 100% F 67% D+
Dividend Return 12.73% 100% F 32% F
Total Return 52.63% 100% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 9.56% 100% F 67% D+
Dividend Return 10.41% 100% F 65% D
Total Return 0.85% 100% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 18.36% 100% F 47% F
Risk Adjusted Return 56.72% 100% F 72% C
Market Capitalization 0.01B 100% F 12% 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.

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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike