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

ETF | Alternative Equity Focused |

Last Closing

CAD 35.75

Change

-0.11 (-0.31)%

Market Cap

CAD 4.07M

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-02-25 )

Largest Industry Peers for Alternative Equity Focused

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

-0.12 (-0.38%)

CAD 0.21B
HURA:CA Global X Uranium Index ETF

-0.56 (-1.79%)

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

+0.01 (+0.04%)

CAD 0.05B

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 -0.56% 75% C 27% F
Dividend Return 0.22% 100% F 8% B-
Total Return -0.33% 75% C 28% F
Trailing 12 Months  
Capital Gain 9.13% 75% C 45% F
Dividend Return 0.24% 50% F 3% F
Total Return 9.37% 100% F 38% F
Trailing 5 Years  
Capital Gain 41.03% 50% F 61% D-
Dividend Return 1.18% 50% F 2% F
Total Return 42.21% 50% F 48% F
Average Annual (5 Year Horizon)  
Capital Gain 9.27% 25% F 62% D
Dividend Return 9.27% 25% F 58% F
Total Return 0.00% 25% F N/A F
Risk Return Profile  
Volatility (Standard Deviation) 11.31% 100% F 69% C-
Risk Adjusted Return 81.98% 25% F 85% B
Market Capitalization 4.07M 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.