HEU:CA:TSX-Horizons BetaPro S&P/TSX Capped Energy Bull Plus ETF (CAD)

ETF | Passive Inverse/Leveraged | Toronto Stock Exchange

Last Closing

CAD 35

Change

+0.17 (+0.49)%

Market Cap

CAD 0.02B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to replicate, before fees and expenses, twice the daily performance of the S&P/TSX Capped Energy Index. The fund may invest in equity securities and/or other financial instruments, including derivatives. It will employ leverage, which will generally not exceed two times the net asset value.

Inception Date: 18/06/2007

Primary Benchmark: S&P/TSX Capped Energy TR

Primary Index: CIBC WM 91 Day Treasury Bill CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 1.52 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
CBOE 100.00 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-26 )

Largest Industry Peers for Passive Inverse/Leveraged

Symbol Name Mer Price(Change) Market Cap
HQU:CA BetaPro NASDAQ-100® 2x Daily .. 1.52 %

+0.13 (+0.66%)

CAD 0.28B
HNU:CA BetaPro Natural Gas Leveraged .. 1.37 %

-0.21 (-4.67%)

CAD 0.16B
HSU:CA BetaPro S&P 500® 2x Daily Bul.. 1.52 %

+0.05 (+0.24%)

CAD 0.12B
HGU:CA BetaPro Canadian Gold Miners 2.. 1.36 %

+0.05 (+0.28%)

CAD 0.11B
HOU:CA BetaPro Crude Oil Daily Bull E.. 1.35 %

-0.44 (-3.06%)

CAD 0.08B
HQD:CA BetaPro NASDAQ-100® -2x Daily.. 1.52 %

-0.06 (-0.43%)

CAD 0.07B
HZU:CA BetaPro Silver 2x Daily Bull 1.52 %

-0.18 (-0.68%)

CAD 0.06B
HOD:CA BetaPro Crude Oil Inverse Leve.. 1.40 %

+0.21 (+3.07%)

CAD 0.06B
HSD:CA BetaPro S&P 500® -2x Daily Be.. 1.52 %

-0.09 (-0.44%)

CAD 0.06B
HXU:CA BetaPro S&P TSX 60 2x Daily Bu.. 1.52 %

-0.14 (-0.62%)

CAD 0.05B

ETFs Containing HEU:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Passive Inverse/Leveraged) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 51.91% 100% F 97% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 51.91% 100% F 97% N/A
Trailing 12 Months  
Capital Gain 52.57% 91% A- 94% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 52.57% 91% A- 94% A
Trailing 5 Years  
Capital Gain -20.69% 68% D+ 21% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -20.69% 68% D+ 18% F
Average Annual (5 Year Horizon)  
Capital Gain 71.22% 82% B 96% N/A
Dividend Return 71.22% 82% B 96% N/A
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 186.69% 36% F 4% F
Risk Adjusted Return 38.15% 91% A- 64% D
Market Capitalization 0.02B 59% D- 26% 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.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:
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.