ducovest

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

ETF | Energy Equity |

Last Closing

CAD 3.16

Change

+0.01 (+0.16)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-29 )

Largest Industry Peers for Energy Equity

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

+0.21 (+1.22%)

 CAD 1.42B
ZEO:CA BMO Equal Weight Oil & Gas Ind..

+0.60 (+0.82%)

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

N/A

 CAD 0.14B

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 3.27% 100% F 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.27% 100% F 69% C-
Trailing 12 Months  
Capital Gain -5.95% 50% F 14% F
Dividend Return 8.18% 100% F 95% A
Total Return 2.23% 50% F 18% F
Trailing 5 Years  
Capital Gain -15.73% 25% F 20% F
Dividend Return 34.13% 75% C 88% B+
Total Return 18.40% 25% F 37% F
Average Annual (5 Year Horizon)  
Capital Gain 11.58% 25% F 70% C-
Dividend Return 16.59% 25% F 78% C+
Total Return 5.01% 75% C 91% A-
Risk Return Profile  
Volatility (Standard Deviation) 20.81% 100% F 42% F
Risk Adjusted Return 79.72% 50% F 85% 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.