ducovest

HXU:CA:TSX-Horizons BetaPro S&P/TSX 60 Bull Plus (CAD)

ETF | Passive Inverse/Leveraged | Toronto Stock Exchange

Last Closing

CAD 27.39

Change

+0.13 (+0.48)%

Market Cap

CAD 0.05B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to replicate, before fees and expenses, twice the daily performance of the S&P/TSX 60 Index. The fund may invest in equity securities and/or other financial instruments, including derivatives. It will employ leverage, which will generally not exceed two times the net asset value.

Company Website : www.horizonsetfs.com

Currency: CAD

Country : Canada

Inception Date: 08/01/2007

Primary Benchmark: S&P/TSX 60 TR CAD

Primary Index: CIBC WM 91 Day Treasury Bill CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 1.52 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
CBOE Cboe Global Markets Inc 100.00 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Passive Inverse/Leveraged

Symbol Name Mer Price(Change) Market Cap
HQU:CA BetaPro NASDAQ-100® 2x Daily .. 1.52 %

N/A

 CAD 0.39B
HSU:CA BetaPro S&P 500® 2x Daily Bul.. 1.52 %

N/A

 CAD 0.16B
HGU:CA BetaPro Canadian Gold Miners 2.. 1.36 %

N/A

 CAD 0.10B
HND:CA BetaPro Natural Gas 2x Daily B.. 1.52 %

N/A

 CAD 0.07B
HZU:CA BetaPro Silver 2x Daily Bull 1.52 %

N/A

 CAD 0.07B
HQD:CA BetaPro NASDAQ-100® -2x Daily.. 1.52 %

N/A

 CAD 0.06B
HOD:CA BetaPro Crude Oil Inverse Leve.. 1.40 %

N/A

 CAD 0.05B
HSD:CA BetaPro S&P 500® -2x Daily Be.. 1.52 %

N/A

 CAD 0.05B
HFU:CA BetaPro S&P/TSX Capped Financi.. 1.52 %

N/A

 CAD 0.04B
HEU:CA BetaPro S&P TSX Capped Energy .. 1.52 %

N/A

 CAD 0.04B

ETFs Containing HXU:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Passive Inverse/Leveraged) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 35.86% 77% C+ 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 35.86% 77% C+ 84% B
Trailing 12 Months  
Capital Gain 37.29% 77% C+ 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 37.29% 77% C+ 84% B
Trailing 5 Years  
Capital Gain 91.63% 86% B+ 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 91.63% 86% B+ 82% B
Average Annual (5 Year Horizon)  
Capital Gain 18.89% 32% F 83% B
Dividend Return 18.89% 32% F 82% B
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 33.31% 95% A 26% F
Risk Adjusted Return 56.71% 100% F 69% C-
Market Capitalization 0.05B 70% C- 26% 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.

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 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.