ducovest

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

ETF | High Yield Fixed Income |

Last Closing

CAD 16.5

Change

0.00 (0.00)%

Market Cap

CAD 0.01B

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Company Website : http://www.purposeinvest.com

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-04-27 )

Largest Industry Peers for High Yield Fixed Income

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

N/A

 CAD 1.10B
ZHY:CA BMO High Yield US Corporate Bo..

N/A

 CAD 0.98B
XHY:CA iShares U.S. High Yield Bond I..

N/A

 CAD 0.72B
ZEF:CA BMO Emerging Markets Bond (CAD..

N/A

 CAD 0.63B
SYLD:CA Purpose Strategic Yield Fund E..

N/A

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

N/A

 CAD 0.10B
QHY:CA Mackenzie US High Yield Bond I..

N/A

 CAD 0.06B
XSI:CA iShares Short Term Strategic F..

N/A

 CAD 0.04B
ZGSB:CA BMO Global Strategic Bond ETF

N/A

 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 -0.48% 83% B 61% D-
Dividend Return 1.07% 17% F 63% D
Total Return 0.59% 58% F 67% D+
Trailing 12 Months  
Capital Gain 2.17% 75% C 37% F
Dividend Return 3.65% 8% B- 68% D+
Total Return 5.82% 17% F 40% F
Trailing 5 Years  
Capital Gain -5.82% 50% F 24% F
Dividend Return 18.21% 17% F 46% F
Total Return 12.39% 33% F 25% F
Average Annual (5 Year Horizon)  
Capital Gain -2.50% 42% F 17% F
Dividend Return -1.18% 17% F 15% F
Total Return 1.32% 8% B- 45% F
Risk Return Profile  
Volatility (Standard Deviation) 4.97% 100% F 92% A
Risk Adjusted Return -23.70% 8% B- 11% F
Market Capitalization 0.01B 20% F 11% 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.