PBD:CA:TSX-Purpose Total Return Bond (CAD)

ETF | High Yield Fixed Income |

Last Closing

CAD 16.8

Change

+0.06 (+0.36)%

Market Cap

CAD 0.01B

Volume

300.00

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: 2025-02-28 )

Largest Industry Peers for High Yield Fixed Income

Symbol Name Price(Change) Market Cap
ZJK:CA BMO High Yield US Corporate Bo..

+0.11 (+0.56%)

CAD 1.08B
ZHY:CA BMO High Yield US Corporate Bo..

+0.04 (+0.36%)

CAD 1.00B
ZEF:CA BMO Emerging Markets Bond (CAD..

+0.04 (+0.32%)

CAD 0.63B
XHY:CA iShares U.S. High Yield Bond I..

+0.06 (+0.36%)

CAD 0.48B
SYLD:CA Purpose Strategic Yield Fund E..

-0.04 (-0.21%)

CAD 0.10B
CVD:CA iShares Convertible Bond Commo..

N/A

CAD 0.10B
XSI:CA iShares Short Term Strategic F..

N/A

CAD 0.04B
QHY:CA Mackenzie US High Yield Bond I..

-0.07 (-0.08%)

CAD 0.04B
ZGSB:CA BMO Global Strategic Bond ETF

+0.13 (+0.47%)

CAD 0.01B
DXO:CA Dynamic Active Crossover Bond ..

N/A

N/A

ETFs Containing PBD:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (High Yield Fixed Income) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.33% 58% F 49% F
Dividend Return 0.71% 36% F 53% F
Total Return 2.04% 67% D+ 56% F
Trailing 12 Months  
Capital Gain 2.94% 67% D+ 28% F
Dividend Return 3.98% 8% B- 65% D
Total Return 6.92% 33% F 31% F
Trailing 5 Years  
Capital Gain -8.45% 67% D+ 24% F
Dividend Return 17.63% 17% F 51% F
Total Return 9.19% 33% F 24% F
Average Annual (5 Year Horizon)  
Capital Gain -2.31% 42% F 16% F
Dividend Return -1.04% 17% F 15% F
Total Return 1.27% 8% B- 46% F
Risk Return Profile  
Volatility (Standard Deviation) 5.27% 100% F 91% A-
Risk Adjusted Return -19.79% 8% B- 12% F
Market Capitalization 0.01B 20% F 10% 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.