ducovest

EARN:CA:TSX-Evolve Active Global Fixed Income Fund (CAD)

ETF | Global Corporate Fixed Income |

Last Closing

CAD 48.83

Change

-0.27 (-0.55)%

Market Cap

CAD 0.02B

Volume

150.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Company Website : http://www.evolveetfs.com

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Global Corporate Fixed Income

Symbol Name Price(Change) Market Cap
ZIC:CA BMO Mid-Term US IG Corporate B..

-0.06 (-0.32%)

 CAD 3.19B
ZMU:CA BMO Mid-Term US IG Corporate B..

+0.04 (+0.28%)

 CAD 2.99B
QUIG:CA Mackenzie US Investment Grade ..

+0.13 (+0.15%)

 CAD 0.52B
XIG:CA iShares U.S. IG Corporate Bond..

+0.04 (+0.20%)

 CAD 0.35B
RUSB:CA RBC Short Term U.S. Corporate ..

-0.01 (-0.05%)

 CAD 0.29B
ZSU:CA BMO Short-Term US IG Corporate..

-0.02 (-0.15%)

 CAD 0.17B
TUSB:CA TD Select U.S. Short Term Corp..

N/A

 CAD 0.01B
IGCF:CA PIMCO Investment Grade Credit ..

-0.11 (-0.67%)

 CAD 8.33M

ETFs Containing EARN:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Corporate Fixed Income) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.90% 67% D+ 27% F
Dividend Return 2.61% 11% F 38% F
Total Return 4.51% 67% D+ 25% F
Trailing 12 Months  
Capital Gain 2.56% 67% D+ 29% F
Dividend Return 2.89% 11% F 37% F
Total Return 5.45% 67% D+ 26% F
Trailing 5 Years  
Capital Gain -5.09% 89% A- 34% F
Dividend Return 14.33% 33% F 40% F
Total Return 9.24% 67% D+ 27% F
Average Annual (5 Year Horizon)  
Capital Gain -0.53% 100% F 27% F
Dividend Return -0.09% 89% A- 20% F
Total Return 0.45% 11% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 5.13% 89% A- 91% A-
Risk Adjusted Return -1.69% 89% A- 20% F
Market Capitalization 0.02B 33% F 16% 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:
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.

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.

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:
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.