PRP:CA:TSX-Purpose Conservative Income Fund Series ETF (CAD)

ETF | Global Neutral Balanced |

Last Closing

CAD 19.7

Change

+0.37 (+1.91)%

Market Cap

N/A

Volume

N/A

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: 2025-02-05 )

Largest Industry Peers for Global Neutral Balanced

Symbol Name Price(Change) Market Cap
VBAL:CA Vanguard Balanced Portfolio

+0.18 (+0.53%)

CAD 3.31B
XBAL:CA iShares Core Balanced ETF Port..

+0.16 (+0.52%)

CAD 1.74B
VCNS:CA Vanguard Conservative ETF Port..

+0.14 (+0.47%)

CAD 0.51B
ZBAL:CA BMO Balanced ETF

+0.22 (+0.53%)

CAD 0.27B
ZMI:CA BMO Monthly Income

+0.10 (+0.57%)

CAD 0.14B
PINC:CA Purpose Multi-Asset Income Fun..

+0.18 (+0.99%)

CAD 0.06B
HCON:CA Global X Conservative Asset Al..

+0.01 (+0.07%)

CAD 0.04B
PIN:CA Purpose Monthly Income Fund Se..

-0.02 (-0.11%)

CAD 5.80M

ETFs Containing PRP:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Neutral Balanced) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.44% 22% F 45% F
Dividend Return 0.31% 25% F 36% F
Total Return 1.75% 22% F 48% F
Trailing 12 Months  
Capital Gain 4.56% 11% F 30% F
Dividend Return 3.18% 67% D+ 47% F
Total Return 7.75% 11% F 30% F
Trailing 5 Years  
Capital Gain -5.92% 22% F 32% F
Dividend Return 15.59% 67% D+ 47% F
Total Return 9.67% 11% F 28% F
Average Annual (5 Year Horizon)  
Capital Gain -0.30% 11% F 27% F
Dividend Return 0.98% 22% F 25% F
Total Return 1.28% 44% F 47% F
Risk Return Profile  
Volatility (Standard Deviation) 5.50% 100% F 90% A-
Risk Adjusted Return 17.88% 22% F 32% F
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:
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.

Below median total returns

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