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

ETF | US Equity |

Last Closing

CAD 10.28

Change

-0.05 (-0.48)%

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: 2025-01-31 )

Largest Industry Peers for US Equity

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

-0.18 (-0.12%)

CAD 21.68B
ZSP:CA BMO S&P 500

-0.10 (-0.10%)

CAD 19.55B
XSP:CA iShares Core S&P 500 (CAD Hedg..

-0.31 (-0.49%)

CAD 12.06B
VUN:CA Vanguard US Total Market

-0.20 (-0.17%)

CAD 11.46B
XUS:CA iShares Core S&P 500 Index ETF

-0.06 (-0.11%)

CAD 8.74B
HXS:CA Global X S&P 500 Corporate Cla..

-0.14 (-0.16%)

CAD 4.79B
VSP:CA Vanguard S&P 500 CAD hedged

-0.45 (-0.46%)

CAD 4.16B
XUU:CA iShares Core S&P US Total Mark..

-0.06 (-0.09%)

CAD 3.50B
QUU:CA Mackenzie US Large Cap Equity ..

-0.11 (-0.04%)

CAD 3.48B
XQQ:CA iShares NASDAQ 100 (CAD Hedged..

-0.08 (-0.15%)

CAD 3.42B

ETFs Containing HBF:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.49% 19% F 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.49% 14% F 55% F
Trailing 12 Months  
Capital Gain 6.86% 3% F 38% F
Dividend Return 5.15% 94% A 77% C+
Total Return 12.01% 10% F 41% F
Trailing 5 Years  
Capital Gain 4.68% 5% F 42% F
Dividend Return 33.13% 98% N/A 87% B+
Total Return 37.81% 16% F 49% F
Average Annual (5 Year Horizon)  
Capital Gain 3.14% 2% F 44% F
Dividend Return 8.29% 5% F 56% F
Total Return 5.15% 98% N/A 92% A
Risk Return Profile  
Volatility (Standard Deviation) 16.63% 34% F 51% F
Risk Adjusted Return 49.85% 2% F 61% D-
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.

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.