FIE:CA:TSX-iShares Canadian Financial Monthly Income Common Class (CAD)

ETF | Canadian Equity Balanced |

Last Closing

CAD 8.16

Change

0.00 (0.00)%

Market Cap

CAD 1.10B

Volume

0.15M

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: 2024-11-17 )

Largest Industry Peers for Canadian Equity Balanced

Symbol Name Price(Change) Market Cap
EGIF:CA Exemplar Growth and Income Ser..

N/A

CAD 3.18M

ETFs Containing FIE:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Canadian Equity Balanced) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 18.60% 100% F 68% D+
Dividend Return 5.81% 100% F 81% B-
Total Return 24.42% 100% F 73% C
Trailing 12 Months  
Capital Gain 26.32% 100% F 72% C
Dividend Return 7.43% 100% F 84% B
Total Return 33.75% 100% F 78% C+
Trailing 5 Years  
Capital Gain 11.55% 100% F 48% F
Dividend Return 32.81% 100% F 84% B
Total Return 44.36% 100% F 57% F
Average Annual (5 Year Horizon)  
Capital Gain 5.24% 100% F 53% F
Dividend Return 11.27% 100% F 67% D+
Total Return 6.03% 100% F 97% N/A
Risk Return Profile  
Volatility (Standard Deviation) 19.79% 50% F 44% F
Risk Adjusted Return 56.93% 100% F 71% C-
Market Capitalization 1.10B 100% F 70% C-

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.

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.

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.