ducovest

HBF:CA:TSX-Brand Leaders Plus Income ETF (CAD)

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 10.2

Change

0.00 (0.00)%

Market Cap

CAD 0.03B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: CAD

Country : Canada

Inception Date: 24/07/2014

Primary Benchmark: S&P 100 TR

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 1.16 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
CVE Cenovus Energy Inc 5.00 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-28 )

Largest Industry Peers for US Equity

Symbol Name Mer Price(Change) Market Cap
VFV:CA Vanguard S&P 500 Index ETF 0.08 %

N/A

 CAD 20.69B
ZSP:CA BMO S&P 500 0.09 %

N/A

 CAD 18.86B
XSP:CA iShares Core S&P 500 (CAD Hedg.. 0.11 %

N/A

 CAD 11.36B
VUN:CA Vanguard US Total Market 0.16 %

N/A

 CAD 11.07B
XUS:CA iShares Core S&P 500 Index ETF 0.11 %

N/A

 CAD 8.43B
HXS:CA Global X S&P 500 Corporate Cla.. 0.11 %

N/A

 CAD 4.68B
VSP:CA Vanguard S&P 500 CAD hedged 0.09 %

N/A

 CAD 4.03B
QUU:CA Mackenzie US Large Cap Equity .. 0.09 %

N/A

 CAD 3.49B
XUU:CA iShares Core S&P US Total Mark.. 0.07 %

N/A

 CAD 3.43B
XQQ:CA iShares NASDAQ 100 (CAD Hedged.. 0.39 %

N/A

 CAD 3.26B

ETFs Containing HBF:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.58% 5% F 38% F
Dividend Return 5.80% 100% F 78% C+
Total Return 12.38% 9% A- 43% F
Trailing 12 Months  
Capital Gain 6.58% 5% F 38% F
Dividend Return 5.80% 100% F 78% C+
Total Return 12.38% 9% A- 43% F
Trailing 5 Years  
Capital Gain 3.24% 5% F 41% F
Dividend Return 33.48% 98% N/A 88% B+
Total Return 36.71% 16% F 53% F
Average Annual (5 Year Horizon)  
Capital Gain 3.09% 2% F 45% F
Dividend Return 8.20% 5% F 56% F
Total Return 5.12% 98% N/A 92% A
Risk Return Profile  
Volatility (Standard Deviation) 16.62% 34% F 51% F
Risk Adjusted Return 49.36% 2% F 62% D
Market Capitalization 0.03B N/A N/A N/A N/A

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 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.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.