HUTL:CA:TSX-Harvest Equal Weight Global Utilities Income ETF (CAD)

ETF | Sector Equity |

Last Closing

CAD 17.89

Change

+0.06 (+0.34)%

Market Cap

CAD 0.24B

Volume

3.18K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The utilities sector is attractive for defensive and income-oriented investors. Utilities companies have huge scale, significant barriers to entry, and dominance in their markets. With a globally diversified portfolio and a covered call strategy this ETF maximizes the defensiveness and income potential of utilities.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-18 )

Largest Industry Peers for Sector Equity

Symbol Name Price(Change) Market Cap
TEC:CA TD Global Technology Leaders I..

N/A

CAD 3.16B
ZWU:CA BMO Covered Call Utilities ETF

+0.06 (+0.55%)

CAD 1.90B
XIT:CA iShares S&P/TSX Capped Informa..

-0.28 (-0.42%)

CAD 0.69B
TXF:CA First Asset Tech Giants Covere..

+0.13 (+0.61%)

CAD 0.68B
HTA:CA Harvest Tech Achievers Growth ..

+0.11 (+0.58%)

CAD 0.64B
XHC:CA iShares Global Healthcare (CAD..

-0.18 (-0.26%)

CAD 0.60B
ZUT:CA BMO Equal Weight Utilities Ind..

-0.01 (-0.05%)

CAD 0.56B
XUT:CA iShares S&P/TSX Capped Utiliti..

+0.10 (+0.36%)

CAD 0.36B
CWW:CA iShares Global Water Common Cl..

+0.11 (+0.18%)

CAD 0.34B
COW:CA iShares Global Agriculture Com..

-0.05 (-0.08%)

CAD 0.28B

ETFs Containing HUTL:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Sector Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.49% 43% F 45% F
Dividend Return 7.26% 86% B+ 90% A-
Total Return 16.74% 57% F 56% F
Trailing 12 Months  
Capital Gain 10.57% 40% F 41% F
Dividend Return 8.77% 88% B+ 90% A-
Total Return 19.34% 51% F 50% F
Trailing 5 Years  
Capital Gain -17.60% 11% F 18% F
Dividend Return 32.32% 75% C 82% B
Total Return 14.72% 14% F 33% F
Average Annual (5 Year Horizon)  
Capital Gain -2.84% 6% D- 16% F
Dividend Return 2.67% 9% A- 38% F
Total Return 5.51% 88% B+ 95% A
Risk Return Profile  
Volatility (Standard Deviation) 10.26% 86% B+ 71% C-
Risk Adjusted Return 26.00% 17% F 45% F
Market Capitalization 0.24B 68% D+ 48% 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.

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.