ducovest

PLV:CA:TSX-PowerShares Low Volatility Portfolio ETF (CAD)

ETF | Global Equity Balanced | Toronto Stock Exchange

Last Closing

CAD 25.09

Change

0.00 (0.00)%

Market Cap

CAD 0.02B

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

PowerShares Low Volatility Portfolio ETF seeks to generate capital growth and modest income over the long term by investing, directly or indirectly, primarily in global equities and fixed-income securities

Company Website : www.invesco.ca

Currency: CAD

Country : Canada

Inception Date: 06/05/2015

Primary Benchmark: MSCI ACWI NR CAD

Primary Index: Morningstar CAN Bal Glbl Agg CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.51 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
PSBQ PSB Holdings Inc 29.40 %
IDLV Invesco S&P International Developed Low Volatility ETF 19.10 %
SPLV Invesco S&P 500® Low Volatility ETF 15.75 %
EELV Invesco S&P Emerging Markets Low Volatility ETF 6.69 %
XMLV Invesco S&P MidCap Low Volatility ETF 4.38 %
XSLV Invesco S&P SmallCap Low Volatility ETF 2.94 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-25 )

Largest Industry Peers for Global Equity Balanced

Symbol Name Mer Price(Change) Market Cap
VGRO:CA Vanguard Growth Portfolio 0.25 %

N/A

 CAD 6.30B
XGRO:CA iShares Core Growth ETF Portfo.. 0.84 %

N/A

 CAD 2.86B
ZGRO:CA BMO Growth ETF 0.00 %

N/A

 CAD 0.37B
HBAL:CA Global X Balanced Asset Alloca.. 0.16 %

N/A

 CAD 0.15B

ETFs Containing PLV:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Equity Balanced) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.81% 20% F 52% F
Dividend Return 2.44% 100% F 35% F
Total Return 14.25% 20% F 48% F
Trailing 12 Months  
Capital Gain 12.46% 20% F 53% F
Dividend Return 2.46% 80% B- 31% F
Total Return 14.92% 20% F 49% F
Trailing 5 Years  
Capital Gain 6.99% 20% F 46% F
Dividend Return 12.67% 100% F 33% F
Total Return 19.67% 20% F 39% F
Average Annual (5 Year Horizon)  
Capital Gain 2.42% 20% F 43% F
Dividend Return 4.23% 20% F 43% F
Total Return 1.81% 60% D- 57% F
Risk Return Profile  
Volatility (Standard Deviation) 7.01% 100% F 84% B
Risk Adjusted Return 60.32% 40% F 72% C
Market Capitalization 0.02B 20% F 11% 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.

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.

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.