Values as of: 2024-11-13
ETF | Others |
Last Closing
CAD 23.32Change
+0.08 (+0.34)%Market Cap
CAD 0.01BVolume
230.00Analyst Target
N/AVerdict
Verdict
The investment objective of LEAD is to seek to provide holders of Units with long-term capital appreciation by investing primarily in a diversified mix of equity securities of companies located domestically or internationally that the Manager has determined are leaders in sectors that stand to benefit from medium and long term economic trends. The Manager will use a selection process that combines quantitative techniques, fundamental analysis and risk management. The Manager will also write covered call options on up to 33% of the portfolio securities, at its discretion. The level of covered call option writing may vary based on market volatility and other factors.
Company Website : http://www.evolveetfs.com
Currency: CAD
Country : Canada
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| XEF-U:CA | iShares Core MSCI EAFE IMI Ind.. |
-0.29 (-1.07%) |
CAD 6.19B |
| CASH:CA | GLOBAL X HIGH INTEREST SAVINGS.. |
+0.01 (+0.02%) |
CAD 5.38B |
| XEQT:CA | iShares Core Equity Portfolio |
+0.07 (+0.21%) |
CAD 5.22B |
| PHYS-U:CA | Sprott Physical Gold Trust |
-0.13 (-0.65%) |
CAD 4.76B |
| XUS-U:CA | iShares Core S&P 500 Index ETF |
+0.11 (+0.29%) |
CAD 4.54B |
| HXT-U:CA | Global X S&P/TSX 60 Index ETF |
+0.44 (+0.96%) |
CAD 3.92B |
| CEF-U:CA | Sprott Physical Gold and Silve.. |
-0.13 (-0.54%) |
CAD 3.78B |
| PSLV-U:CA | Sprott Physical Silver Trust |
-0.07 (-0.68%) |
CAD 3.29B |
| NSCB:CA | NBI Sustainable Canadian Bond .. |
-0.14 (-0.62%) |
CAD 2.78B |
| ZMMK:CA | BMO Money Market Fund ETF Seri.. |
N/A |
CAD 2.68B |
N/A
| Market Performance vs. Industry/Classification (Others) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 34.88% | 90% | A- | 87% | B+ | ||
| Dividend Return | 3.64% | 67% | D+ | 55% | F | ||
| Total Return | 38.52% | 92% | A | 88% | B+ | ||
| Trailing 12 Months | |||||||
| Capital Gain | 42.63% | 89% | A- | 86% | B+ | ||
| Dividend Return | 5.14% | 72% | C | 61% | D- | ||
| Total Return | 47.77% | 91% | A- | 87% | B+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | N/A | N/A | N/A | N/A | N/A | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | N/A | N/A | N/A | N/A | N/A | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | -1.59% | 17% | F | 23% | F | ||
| Dividend Return | -1.10% | 20% | F | 18% | F | ||
| Total Return | 0.50% | 90% | A- | 30% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 21.27% | 16% | F | 41% | F | ||
| Risk Adjusted Return | -5.16% | 24% | F | 21% | F | ||
| Market Capitalization | 0.01B | 26% | F | 11% | F | ||
| 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.
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.
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.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
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.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
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.
