XSU:CA:TSX-iShares US Small Cap (CAD Hedged) (CAD)

ETF | US Small/Mid Cap Equity |

Last Closing

CAD 44.36

Change

-0.64 (-1.42)%

Market Cap

CAD 0.82B

Volume

0.06M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-11-15 )

Largest Industry Peers for US Small/Mid Cap Equity

Symbol Name Price(Change) Market Cap
XMC:CA iShares S&P US Mid-Cap

-0.29 (-0.83%)

CAD 0.39B
XMH:CA iShares S&P US Mid-Cap CAD Hed..

-0.29 (-0.99%)

CAD 0.26B
DXZ:CA Dynamic Active U.S. Mid-Cap ET..

-0.09 (-0.63%)

CAD 0.03B
UMI:CA CI U.S. MidCap Dividend Index ..

-0.27 (-0.76%)

CAD 0.02B
MUMC:CA Manulife Multifactor U.S. Mid ..

-0.09 (-0.19%)

CAD 8.88M
MUSC:CA Manulife Multifactor U.S. Smal..

N/A

CAD 3.66M

ETFs Containing XSU:CA

CBN 0.00 % 1.97 %

N/A

N/A
CBN:CA 0.00 % 0.84 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Small/Mid Cap Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.11% 14% F 56% F
Dividend Return 0.41% 33% F 4% F
Total Return 13.51% 14% F 46% F
Trailing 12 Months  
Capital Gain 26.53% 43% F 72% C
Dividend Return 1.18% 71% C- 11% F
Total Return 27.71% 29% F 69% C-
Trailing 5 Years  
Capital Gain 33.94% 33% F 64% D
Dividend Return 5.70% 50% F 9% A-
Total Return 39.63% 17% F 54% F
Average Annual (5 Year Horizon)  
Capital Gain 10.23% 43% F 69% C-
Dividend Return 11.11% 43% F 67% D+
Total Return 0.88% 50% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 28.17% 14% F 31% F
Risk Adjusted Return 39.45% 29% F 57% F
Market Capitalization 0.82B 100% F 66% D+

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:
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:
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.

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.