ducovest

PHE:CA:TSX-Purpose Tactical Hedged Equity (CAD)

ETF | Alternative Equity Focused |

Last Closing

CAD 36.12

Change

0.00 (0.00)%

Market Cap

CAD 4.04M

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Company Website : http://www.purposeinvest.com

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-02-01 )

Largest Industry Peers for Alternative Equity Focused

Symbol Name Price(Change) Market Cap
HAC:CA Global X Seasonal Rotation ETF

N/A

 CAD 0.21B
HURA:CA Global X Uranium Index ETF

N/A

 CAD 0.09B
HDGE:CA Accelerate Absolute Return Hed..

N/A

 CAD 0.04B

ETFs Containing PHE:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Alternative Equity Focused) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.47% 25% F 31% F
Dividend Return 0.22% 100% F 11% F
Total Return 0.70% 25% F 33% F
Trailing 12 Months  
Capital Gain 11.58% 75% C 51% F
Dividend Return 0.25% 50% F 3% F
Total Return 11.83% 75% C 40% F
Trailing 5 Years  
Capital Gain 40.16% 75% C 66% D+
Dividend Return 1.16% 50% F 2% F
Total Return 41.33% 50% F 52% F
Average Annual (5 Year Horizon)  
Capital Gain 9.19% 25% F 63% D
Dividend Return 9.19% 25% F 58% F
Total Return 0.00% 25% F N/A F
Risk Return Profile  
Volatility (Standard Deviation) 11.32% 100% F 70% C-
Risk Adjusted Return 81.20% 25% F 85% B
Market Capitalization 4.04M 25% F 3% 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:
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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.