ducovest

HAC:CA:TSX-Horizons Seasonal Rotation ETF

ETF | Others | Toronto Stock Exchange

Last Closing

CAD 21.96

Change

-0.06 (-0.27)%

Market Cap

CAD 0.18B

Volume

2.64K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment objective of Horizons HAC is to seek to provide long term capital appreciation in all market cycles by tactically allocating its exposure amongst equities, fixed income, commodities and currencies during periods that have historically demonstrated seasonal trends. Horizons HAC invests primarily in Exchange Traded Products and futures contracts to gain exposure to the performance of Broad Markets or Sector Markets that at various times of the year have historically performed favourably.

Company Website : www.horizonsetfs.com

Currency: CAD

Country : Canada

Inception Date: 19/11/2009

Primary Benchmark: ---

Primary Index: CIBC WM 91 Day Treasury Bill CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 1.27 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
XLB Materials Select Sector SPDR® Fund 9.29 %
XLI Industrial Select Sector SPDR® Fund 5.22 %
XLY Consumer Discretionary Select Sector SPDR® Fund 3.02 %
XRT SPDR® S&P Retail ETF 2.10 %
HUN Huntsman Corporation 0.70 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-08-21 )

Largest Industry Peers for Others

Symbol Name Mer Price(Change) Market Cap
XEF-U:CA iShares Core MSCI EAFE IMI Ind.. 0.00 %

N/A

 CAD 6.19B
CASH:CA Horizons High Interest Savings.. 0.00 %

+0.01 (+0.02%)

 CAD 4.87B
PHYS-U:CA Sprott Physical Gold Trust 0.00 %

-0.04 (-0.22%)

 CAD 4.76B
XUS-U:CA iShares Core S&P 500 Index ETF 0.00 %

+0.67 (+1.06%)

 CAD 4.54B
HXT-U:CA Horizons S&P/TSX 60 Index ETF 0.00 %

N/A

 CAD 3.92B
CEF-U:CA Sprott Physical Gold and Silve.. 0.00 %

N/A

 CAD 3.78B
XEQT:CA iShares Core Equity Portfolio 0.00 %

+0.24 (+0.82%)

 CAD 3.29B
PSLV-U:CA Sprott Physical Silver Trust 0.00 %

+0.03 (+0.33%)

 CAD 3.29B
IGAF:CA IA Clarington Loomis Global Al.. 0.00 %

N/A

 CAD 3.23B
NSCB:CA NBI Sustainable Canadian Bond .. 0.00 %

-0.04 (-0.19%)

 CAD 2.78B

ETFs Containing HAC:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.01% 86% B+ 75% C
Dividend Return N/A N/A N/A N/A F
Total Return 16.01% 82% B 73% C
Trailing 12 Months  
Capital Gain 8.55% 90% A- 80% B-
Dividend Return N/A N/A N/A N/A F
Total Return 8.55% 84% B 76% C+
Trailing 5 Years  
Capital Gain 49.80% 89% A- 82% B
Dividend Return N/A N/A N/A N/A F
Total Return 49.80% 84% B 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 7.57% 90% A- 75% C
Dividend Return 7.57% 83% B 68% D+
Total Return N/A N/A N/A N/A F
Risk Return Profile  
Volatility (Standard Deviation) 4.22% 67% D+ 85% B
Risk Adjusted Return 179.61% 98% N/A 99% N/A
Market Capitalization 0.18B 79% B- 58% 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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

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.