PRP:CA:TSX-Purpose Conservative Income Fund Series ETF (CAD)

ETF | Global Neutral Balanced |

Last Closing

CAD 19.86

Change

-0.01 (-0.05)%

Market Cap

N/A

Volume

N/A

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-14 )

Largest Industry Peers for Global Neutral Balanced

Symbol Name Price(Change) Market Cap
VBAL:CA Vanguard Balanced Portfolio

+0.04 (+0.12%)

CAD 3.15B
XBAL:CA iShares Core Balanced ETF Port..

+0.02 (+0.07%)

CAD 1.65B
VCNS:CA Vanguard Conservative ETF Port..

+0.03 (+0.10%)

CAD 0.51B
ZBAL:CA BMO Balanced ETF

-0.01 (-0.02%)

CAD 0.26B
ZMI:CA BMO Monthly Income

+0.02 (+0.11%)

CAD 0.14B
PINC:CA Purpose Multi-Asset Income Fun..

+0.06 (+0.32%)

CAD 0.06B
HCON:CA Global X Conservative Asset Al..

+0.02 (+0.15%)

CAD 0.04B
PIN:CA Purpose Monthly Income Fund Se..

-0.03 (-0.17%)

CAD 5.87M

ETFs Containing PRP:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Neutral Balanced) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.41% 22% F 35% F
Dividend Return 2.87% 67% D+ 45% F
Total Return 8.28% 22% F 34% F
Trailing 12 Months  
Capital Gain 5.41% 11% F 27% F
Dividend Return 3.50% 67% D+ 42% F
Total Return 8.92% 11% F 26% F
Trailing 5 Years  
Capital Gain -4.61% 22% F 33% F
Dividend Return 15.88% 63% D 46% F
Total Return 11.27% 11% F 28% F
Average Annual (5 Year Horizon)  
Capital Gain -0.72% 11% F 28% F
Dividend Return 0.41% 22% F 26% F
Total Return 1.13% 33% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 5.23% 100% F 90% A-
Risk Adjusted Return 7.87% 22% F 28% F
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:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.