ducovest

EGIF:CA:TSX-Exemplar Growth and Income Ser ETF (CAD)

ETF | Canadian Equity Balanced |

Last Closing

CAD 22.63

Change

0.00 (0.00)%

Market Cap

CAD 3.18M

Volume

100.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-23 )

Largest Industry Peers for Canadian Equity Balanced

Symbol Name Price(Change) Market Cap
FIE:CA iShares Canadian Financial Mon..

+0.02 (+0.18%)

 CAD 1.09B

ETFs Containing EGIF: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 10.34% 50% F 48% F
Dividend Return 3.70% 50% F 53% F
Total Return 14.04% 50% F 48% F
Trailing 12 Months  
Capital Gain 10.44% 50% F 47% F
Dividend Return 4.06% 50% F 55% F
Total Return 14.50% 50% F 47% F
Trailing 5 Years  
Capital Gain 8.64% 50% F 47% F
Dividend Return 19.50% 50% F 56% F
Total Return 28.14% 50% F 46% F
Average Annual (5 Year Horizon)  
Capital Gain 0.94% 50% F 35% F
Dividend Return 2.91% 50% F 38% F
Total Return 1.97% 50% F 60% D-
Risk Return Profile  
Volatility (Standard Deviation) 9.51% 100% F 75% C
Risk Adjusted Return 30.56% 50% F 46% F
Market Capitalization 3.18M 50% F 3% 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:
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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

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.