HPF:CA:TSX-Energy Leaders Plus Income Fund (CAD)

ETF | Energy Equity |

Last Closing

CAD 3.175

Change

+0.04 (+1.11)%

Market Cap

N/A

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-10 )

Largest Industry Peers for Energy Equity

Symbol Name Price(Change) Market Cap
XEG:CA iShares S&P/TSX Capped Energy ..

+0.18 (+1.00%)

CAD 1.64B
ZEO:CA BMO Equal Weight Oil & Gas Ind..

+0.19 (+0.25%)

CAD 0.21B
NXF:CA First Asset Energy Giants Cove..

+0.04 (+0.72%)

CAD 0.13B

ETFs Containing HPF:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Energy Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.76% 25% F 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.76% 25% F 87% B+
Trailing 12 Months  
Capital Gain -6.07% 50% F 14% F
Dividend Return 8.88% 100% F 95% A
Total Return 2.81% 50% F 20% F
Trailing 5 Years  
Capital Gain -24.58% 25% F 17% F
Dividend Return 31.12% 75% C 84% B
Total Return 6.53% 25% F 24% F
Average Annual (5 Year Horizon)  
Capital Gain 11.06% 25% F 69% C-
Dividend Return 16.02% 25% F 77% C+
Total Return 4.96% 75% C 91% A-
Risk Return Profile  
Volatility (Standard Deviation) 21.65% 100% F 40% F
Risk Adjusted Return 74.00% 50% F 82% B
Market Capitalization N/A 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.

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.