ducovest

HPF:CA:TSX-Energy Leaders Plus Income Fund (CAD)

ETF | Energy Equity |

Last Closing

CAD 3.27

Change

+0.02 (+0.62)%

Market Cap

N/A

Volume

4.29K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-13 )

Largest Industry Peers for Energy Equity

Symbol Name Price(Change) Market Cap
XEG:CA iShares S&P/TSX Capped Energy ..

+0.15 (+0.86%)

 CAD 1.49B
ZEO:CA BMO Equal Weight Oil & Gas Ind..

+0.61 (+0.82%)

 CAD 0.22B
NXF:CA First Asset Energy Giants Cove..

+0.06 (+1.05%)

 CAD 0.15B

ETFs Containing HPF:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Energy Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -4.66% 50% F 14% F
Dividend Return 7.29% 100% F 90% A-
Total Return 2.62% 50% F 19% F
Trailing 12 Months  
Capital Gain -5.22% 50% F 12% F
Dividend Return 8.70% 100% F 89% A-
Total Return 3.48% 50% F 15% F
Trailing 5 Years  
Capital Gain -19.85% 25% F 17% F
Dividend Return 32.35% 75% C 83% B
Total Return 12.50% 25% F 30% F
Average Annual (5 Year Horizon)  
Capital Gain 9.59% 25% F 67% D+
Dividend Return 14.44% 25% F 75% C
Total Return 4.85% 75% C 90% A-
Risk Return Profile  
Volatility (Standard Deviation) 24.01% 100% F 37% F
Risk Adjusted Return 60.15% 50% F 75% C
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:
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.