FCUL:CA:TSX-Fidelity U.S. Low Volatility Index ETF (CAD)

ETF | US Equity |

Last Closing

CAD 45.28

Change

+0.34 (+0.76)%

Market Cap

CAD 0.16B

Volume

900.00

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-03-27 )

Largest Industry Peers for US Equity

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

+1.24 (+1.01%)

CAD 12.96B
ZSP:CA BMO S&P 500

+0.74 (+0.98%)

CAD 12.96B
XSP:CA iShares Core S&P 500 (CAD Hedg..

+0.54 (+1.01%)

CAD 9.55B
VUN:CA Vanguard US Total Market

+0.94 (+1.02%)

CAD 7.86B
XUS:CA iShares Core S&P 500 Index ETF

+0.92 (+1.07%)

CAD 5.82B
HXS:CA Horizons S&P 500 Index ETF

+0.75 (+1.07%)

CAD 3.33B
VSP:CA Vanguard S&P 500 CAD hedged

+0.84 (+1.02%)

CAD 2.98B
QUU:CA Mackenzie US Large Cap Equity ..

+1.77 (+0.89%)

CAD 2.89B
XUU:CA iShares Core S&P US Total Mark..

+0.49 (+0.96%)

CAD 2.66B
XQQ:CA iShares NASDAQ 100 (CAD Hedged..

+2.04 (+1.54%)

CAD 2.54B

ETFs Containing FCUL: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 8.14% 32% F 67% D+
Dividend Return 0.21% 15% F 5% F
Total Return 8.35% 30% F 66% D+
Trailing 12 Months  
Capital Gain 17.03% 37% F 73% C
Dividend Return 1.38% 45% F 28% F
Total Return 18.42% 36% F 72% C
Trailing 5 Years  
Capital Gain 64.12% 49% F 76% C+
Dividend Return 6.34% 38% F 28% F
Total Return 70.46% 49% F 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 8.54% 49% F 73% C
Dividend Return 9.54% 48% F 72% C
Total Return 1.00% 43% F 34% F
Risk Return Profile  
Volatility (Standard Deviation) 6.23% 98% N/A 82% B
Risk Adjusted Return 153.11% 100% F 100% F
Market Capitalization 0.16B 44% F 46% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(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:
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.