ducovest

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

ETF | Energy Equity |

Last Closing

CAD 3.145

Change

-0.07 (-2.02)%

Market Cap

N/A

Volume

0.07M

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: 2025-02-12 )

Largest Industry Peers for Energy Equity

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

-0.40 (-2.24%)

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

-1.18 (-1.56%)

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

-0.11 (-1.95%)

 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 2.78% 75% C 62% D
Dividend Return 0.82% 100% F 88% B+
Total Return 3.59% 100% F 71% C-
Trailing 12 Months  
Capital Gain -4.12% 50% F 15% F
Dividend Return 9.15% 100% F 96% N/A
Total Return 5.03% 50% F 23% F
Trailing 5 Years  
Capital Gain -17.45% 25% F 20% F
Dividend Return 34.25% 75% C 90% A-
Total Return 16.80% 25% F 36% F
Average Annual (5 Year Horizon)  
Capital Gain 11.89% 25% F 70% C-
Dividend Return 16.91% 25% F 78% C+
Total Return 5.03% 75% C 91% A-
Risk Return Profile  
Volatility (Standard Deviation) 20.32% 100% F 43% F
Risk Adjusted Return 83.25% 50% F 86% 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.