EVT:CA:TSX-Economic Investment Trust Ltd (CAD)

COMMON STOCK | |

Last Closing

CAD 186.01

Change

+2.63 (+1.43)%

Market Cap

CAD 1.07B

Volume

804.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Economic Investment Trust Limited is a closed-ended equity mutual fund launched and managed by Burgundy Asset Management Ltd. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund benchmarks the performance of its portfolio against the S&P/TSX Composite Index, MSCI World Index, and S&P 500 Index. Economic Investment Trust Limited was formed in January 28, 1927 and is domiciled in Canada.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-05 )

Largest Industry Peers for

Symbol Name Price(Change) Market Cap
TD-PFD:CA Toronto Dominion Bank Pref D

+0.01 (+0.04%)

CAD 174.50B
TD-PFI:CA Toronto-Dominion Bank Pref Ser..

-0.02 (-0.08%)

CAD 163.60B
ENB-PFA:CA Enbridge Inc Pref 9

-0.02 (-0.10%)

CAD 121.92B
ENB-PFV:CA Enbridge Inc Pref 5

+0.31 (+1.31%)

CAD 121.45B
ENB-PFC:CA Enbridge Inc Pref 11

+0.05 (+0.26%)

CAD 118.14B
ENB-PFG:CA Enbridge Inc Pref 15

-0.03 (-0.16%)

CAD 114.30B
ENB-PFU:CA Enbridge Inc Pref L

+0.38 (+1.67%)

CAD 89.54B
PPL-PFA:CA Pembina Pipeline Corp Pref Ser..

N/A

CAD 9.77B
PHW:CA Purpose International Tactical..

-0.12 (-0.59%)

CAD 4.21M
ATSX:CA Accelerate Canadian Long Short..

-0.62 (-2.32%)

CAD 1.04M

ETFs Containing EVT:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification () Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.42% N/A N/A 93% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.42% N/A N/A 93% A
Trailing 12 Months  
Capital Gain 31.55% N/A N/A 89% A-
Dividend Return 7.40% N/A N/A 92% A
Total Return 38.95% N/A N/A 90% A-
Trailing 5 Years  
Capital Gain 84.86% N/A N/A 80% B-
Dividend Return 21.34% N/A N/A 59% D-
Total Return 106.20% N/A N/A 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 10.61% N/A N/A 66% D+
Dividend Return 11.76% N/A N/A 64% D
Total Return 1.15% N/A N/A 42% F
Risk Return Profile  
Volatility (Standard Deviation) 14.53% N/A N/A 58% F
Risk Adjusted Return 80.92% N/A N/A 84% B
Market Capitalization 1.07B N/A N/A 70% C-

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:

There is nothing we particularly like

What to not like:

There is nothing we particularly dislike