ducovest

XEQT:CA:TSX-iShares Core Equity Portfolio (CAD)

ETF | Others |

Last Closing

CAD 33.72

Change

+0.07 (+0.21)%

Market Cap

CAD 5.22B

Volume

0.20M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The Fund seeks to provide long-term capital growth by investing primarily in one or more exchange-traded funds managed by BlackRock Canada or an affiliate that provide exposure to equity securities.

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: 2024-11-13 )

Largest Industry Peers for Others

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
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
NUBF:CA NBI Unconstrained Fixed Income..

-0.14 (-0.66%)

 CAD 2.52B

ETFs Containing XEQT: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 21.91% 73% C 72% C
Dividend Return 1.48% 28% F 21% F
Total Return 23.38% 71% C- 70% C-
Trailing 12 Months  
Capital Gain 25.82% 68% D+ 69% C-
Dividend Return 2.27% 31% F 24% F
Total Return 28.09% 66% D+ 66% D+
Trailing 5 Years  
Capital Gain 59.06% 74% C 75% C
Dividend Return 11.95% 40% F 28% F
Total Return 71.01% 78% C+ 73% C
Average Annual (5 Year Horizon)  
Capital Gain 10.36% 85% B 69% C-
Dividend Return 11.83% 88% B+ 69% C-
Total Return 1.47% 98% N/A 48% F
Risk Return Profile  
Volatility (Standard Deviation) 13.48% 31% F 60% D-
Risk Adjusted Return 87.75% 95% A 92% A
Market Capitalization 5.22B 100% F 85% B

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.

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.

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:
High volatility

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.