HBF:CA:TSX-Harvest Brand Leaders Plus Income ETF (CAD)

ETF | US Equity |

Last Closing

CAD 9.595

Change

+0.17 (+1.75)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-05-12 )

Largest Industry Peers for US Equity

Symbol Name Price(Change) Market Cap
VFV:CA Vanguard S&P 500 Index ETF

+5.19 (+3.71%)

CAD 21.09B
ZSP:CA BMO S&P 500

+3.20 (+3.71%)

CAD 17.10B
XSP:CA iShares Core S&P 500 (CAD Hedg..

+1.91 (+3.26%)

CAD 11.46B
VUN:CA Vanguard US Total Market

+3.93 (+3.73%)

CAD 10.87B
XUS:CA iShares Core S&P 500 Index ETF

+1.82 (+3.72%)

CAD 8.70B
HXS:CA Global X S&P 500 Corporate Cla..

+2.96 (+3.65%)

CAD 4.34B
VSP:CA Vanguard S&P 500 CAD hedged

+3.04 (+3.34%)

CAD 4.04B
QUU:CA Mackenzie US Large Cap Equity ..

+7.00 (+3.07%)

CAD 3.60B
XUU:CA iShares Core S&P US Total Mark..

+2.12 (+3.65%)

CAD 3.34B
ZUE:CA BMO S&P 500 (CAD Hedged)

+2.55 (+3.28%)

CAD 3.23B

ETFs Containing HBF:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -4.34% 11% F 23% F
Dividend Return 0.65% 69% C- 38% F
Total Return -3.69% 12% F 24% F
Trailing 12 Months  
Capital Gain -1.79% 5% F 23% F
Dividend Return 3.89% 94% A 73% C
Total Return 2.10% 7% C- 25% F
Trailing 5 Years  
Capital Gain 19.94% 4% F 39% F
Dividend Return 39.45% 96% N/A 82% B
Total Return 59.38% 7% C- 46% F
Average Annual (5 Year Horizon)  
Capital Gain 1.28% 2% F 37% F
Dividend Return 6.29% 2% F 51% F
Total Return 5.02% 98% N/A 91% A-
Risk Return Profile  
Volatility (Standard Deviation) 14.27% 47% F 56% F
Risk Adjusted Return 44.09% 2% F 55% F
Market Capitalization N/A N/A N/A N/A N/A

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:
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.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.