ducovest

EARN:CA:TSX-Evolve Active Global Fixed Income Fund (CAD)

ETF | Global Corporate Fixed Income |

Last Closing

CAD 47.69

Change

0.00 (0.00)%

Market Cap

CAD 0.02B

Volume

500.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-05 )

Largest Industry Peers for Global Corporate Fixed Income

Symbol Name Price(Change) Market Cap
ZIC:CA BMO Mid-Term US IG Corporate B..

N/A

 CAD 2.79B
ZMU:CA BMO Mid-Term US IG Corporate B..

N/A

 CAD 2.72B
QUIG:CA Mackenzie US Investment Grade ..

N/A

 CAD 0.48B
XIG:CA iShares U.S. IG Corporate Bond..

N/A

 CAD 0.27B
RUSB:CA RBC Short Term U.S. Corporate ..

N/A

 CAD 0.24B
ZSU:CA BMO Short-Term US IG Corporate..

N/A

 CAD 0.15B
IGCF:CA PIMCO Investment Grade Credit ..

N/A

 CAD 0.01B
TUSB:CA TD Select U.S. Short Term Corp..

N/A

 CAD 7.61M

ETFs Containing EARN:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Corporate Fixed Income) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.48% 67% D+ 27% F
Dividend Return 0.78% 25% F 32% F
Total Return 0.30% 67% D+ 27% F
Trailing 12 Months  
Capital Gain 3.52% 100% F 49% F
Dividend Return 1.63% 33% F 30% F
Total Return 5.14% 89% A- 47% F
Trailing 5 Years  
Capital Gain -5.83% 89% A- 35% F
Dividend Return 2.96% 11% F 13% F
Total Return -2.86% 44% F 27% F
Average Annual (5 Year Horizon)  
Capital Gain -1.83% 89% A- 31% F
Dividend Return -1.47% 56% F 24% F
Total Return 0.36% 11% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 4.40% 78% C+ 90% A-
Risk Adjusted Return -33.43% 22% F 17% F
Market Capitalization 0.02B 33% F 16% 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.

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.