PINC:CA:TSX-Purpose Multi-Asset Income Fund ETF (CAD)

ETF | Global Neutral Balanced |

Last Closing

CAD 18.5

Change

-0.10 (-0.54)%

Market Cap

CAD 0.06B

Volume

958.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-15 )

Largest Industry Peers for Global Neutral Balanced

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

-0.14 (-0.42%)

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

-0.11 (-0.36%)

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

-0.06 (-0.20%)

CAD 0.51B
ZBAL:CA BMO Balanced ETF

-0.18 (-0.45%)

CAD 0.26B
ZMI:CA BMO Monthly Income

-0.04 (-0.23%)

CAD 0.14B
HCON:CA Global X Conservative Asset Al..

N/A

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

+0.01 (+0.06%)

CAD 5.87M
PRP:CA Purpose Conservative Income Fu..

-0.06 (-0.30%)

N/A

ETFs Containing PINC: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 6.08% 33% F 37% F
Dividend Return 4.82% 100% F 70% C-
Total Return 10.89% 44% F 40% F
Trailing 12 Months  
Capital Gain 9.86% 33% F 38% F
Dividend Return 5.99% 100% F 69% C-
Total Return 15.84% 56% F 42% F
Trailing 5 Years  
Capital Gain -6.09% 11% F 31% F
Dividend Return 25.58% 88% B+ 68% D+
Total Return 19.49% 22% F 37% F
Average Annual (5 Year Horizon)  
Capital Gain 1.37% 33% F 39% F
Dividend Return 4.58% 56% F 47% F
Total Return 3.21% 100% F 76% C+
Risk Return Profile  
Volatility (Standard Deviation) 16.38% 11% F 52% F
Risk Adjusted Return 27.99% 33% F 47% F
Market Capitalization 0.06B 38% F 28% 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:
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.

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.

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.

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.

Low market capitalization

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.