PLV:CA:TSX-PowerShares Low Volatility Portfolio ETF (CAD)

ETF | Global Equity Balanced | Toronto Stock Exchange

Last Closing

CAD 25.86

Change

+0.16 (+0.62)%

Market Cap

CAD 0.02B

Volume

N/A
Analyst Rating

Verdict

ducovest Verdict
Created with Highstock 5.0.6

Verdict

About

PowerShares Low Volatility Portfolio ETF seeks to generate capital growth and modest income over the long term by investing, directly or indirectly, primarily in global equities and fixed-income securities

Inception Date: 06/05/2015

Primary Benchmark: MSCI ACWI NR CAD

Primary Index: Morningstar CAN Bal Glbl Agg CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.51 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Created with Highstock 5.0.6
Bond (29%)
Equity (25%)
Cash (0%)
Other (0%)
US Equity (22%)
Top Holdings

N/A

Top Sectors

N/A

Created with Highstock 5.0.6
Basic Materials (2%)
Consumer Cyclicals (3%)
Financial Services (25%)
Real Estate (12%)
Communication Services (6%)
Energy (6%)
Industrials (13%)
Technology (3%)
Consumer Defensive (10%)
Healthcare (3%)
Utilities (11%)
Top Regions

N/A

Created with Highstock 5.0.6
North America (67%)
United Kingdom (3%)
Europe Developed (11%)
Europe Emerging (0%)
Africa/Middle East (2%)
Japan (2%)
Australasia (2%)
Asia Developed (3%)
Asia Emerging (2%)
Latin America (1%)

Share Volume

Relative Performance (Total Returns)

Compare
PLV:CA XIU:CA
  • XIU:CA
Relative Returns (From:    To: 2025-04-01 )

Largest Industry Peers for Global Equity Balanced

Symbol Name Mer Price(Change) Market Cap
VGRO:CA Vanguard Growth Portfolio 0.25 %

N/A

CAD 6.63B
XGRO:CA iShares Core Growth ETF Portfo.. 0.84 %

N/A

CAD 3.06B
ZGRO:CA BMO Growth ETF 0.00 %

N/A

CAD 0.40B
HBAL:CA Global X Balanced Asset Alloca.. 0.16 %

N/A

CAD 0.16B

ETFs Containing PLV:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Equity Balanced) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.02% 100% F 77% C+
Dividend Return 0.67% 100% F 40% F
Total Return 4.69% 100% F 78% C+
Trailing 12 Months  
Capital Gain 12.53% 100% F 71% C-
Dividend Return 3.51% 100% F 64% D
Total Return 16.05% 100% F 74% C
Trailing 5 Years  
Capital Gain 30.87% 20% F 40% F
Dividend Return 16.31% 100% F 36% F
Total Return 47.18% 20% F 35% F
Average Annual (5 Year Horizon)  
Capital Gain 3.35% 20% F 44% F
Dividend Return 5.27% 20% F 45% F
Total Return 1.91% 80% B- 57% F
Risk Return Profile  
Volatility (Standard Deviation) 6.97% 100% F 85% B
Risk Adjusted Return 75.56% 40% F 80% B-
Market Capitalization 0.02B 20% F 10% F

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

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:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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.

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.