ducovest

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

ETF | Energy Equity |

Last Closing

CAD 3.15

Change

-0.04 (-1.25)%

Market Cap

N/A

Volume

0.04M

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: 2025-02-21 )

Largest Industry Peers for Energy Equity

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

-0.36 (-2.04%)

 CAD 1.50B
ZEO:CA BMO Equal Weight Oil & Gas Ind..

-1.32 (-1.77%)

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

-0.09 (-1.58%)

 CAD 0.13B

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 2.94% 75% C 69% C-
Dividend Return 0.82% 100% F 80% B-
Total Return 3.76% 75% C 73% C
Trailing 12 Months  
Capital Gain -6.53% 50% F 14% F
Dividend Return 8.90% 100% F 96% N/A
Total Return 2.37% 50% F 19% F
Trailing 5 Years  
Capital Gain -17.11% 25% F 20% F
Dividend Return 34.34% 75% C 89% A-
Total Return 17.24% 25% F 37% F
Average Annual (5 Year Horizon)  
Capital Gain 12.04% 25% F 71% C-
Dividend Return 17.07% 25% F 78% C+
Total Return 5.04% 75% C 91% A-
Risk Return Profile  
Volatility (Standard Deviation) 20.09% 100% F 43% F
Risk Adjusted Return 84.98% 50% F 87% 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.