HCON:CA:TSX-Horizons Conservative TRI ETF Portfolio (CAD)

ETF | Global Neutral Balanced |

Last Closing

CAD 13

Change

0.00 (0.00)%

Market Cap

CAD 0.05B

Volume

4.41K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-03-27 )

Largest Industry Peers for Global Neutral Balanced

Symbol Name Price(Change) Market Cap
VBAL:CA Vanguard Balanced Portfolio

+0.19 (+0.63%)

CAD 2.65B
XBAL:CA iShares Core Balanced ETF Port..

+0.21 (+0.77%)

CAD 1.27B
ZMI:CA BMO Monthly Income

-0.03 (-0.18%)

CAD 0.12B
PINC:CA Purpose Multi-Asset Income Fun..

+0.06 (+0.36%)

CAD 0.10B
PIN:CA Purpose Monthly Income Fund Se..

N/A

CAD 5.58M
PRP:CA Purpose Conservative Income Fu..

N/A

CAD 0.95M

ETFs Containing HCON:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Neutral Balanced) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.85% 50% F 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.85% 50% F 37% F
Trailing 12 Months  
Capital Gain 7.79% 75% C 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.79% 63% D 51% F
Trailing 5 Years  
Capital Gain 26.46% 100% F 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.46% 75% C 51% F
Average Annual (5 Year Horizon)  
Capital Gain 3.81% 100% F 58% F
Dividend Return 3.81% 75% C 53% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 9.77% 25% F 70% C-
Risk Adjusted Return 38.99% 75% C 67% D+
Market Capitalization 0.05B 50% F 25% 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.

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.

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.

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.