HFD:CA:TSX-Horizons BetaPro S&P/TSX Capped Financials Bear Plus ETF (CAD)

ETF | Passive Inverse/Leveraged | Toronto Stock Exchange

Last Closing

CAD 9.47

Change

-0.21 (-2.17)%

Market Cap

CAD 0.01B

Volume

741.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to replicate, before fees and expenses, twice the inverse of the daily performance of the S&P/TSX Capped Financials 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: 11/06/2007

Primary Benchmark: S&P/TSX Capped Financials 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 %

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

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

N/A

CAD 0.06B
HEU:CA BetaPro S&P TSX Capped Energy .. 1.52 %

N/A

CAD 0.05B

ETFs Containing HFD: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 -3.27% 50% F 19% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.27% 50% F 17% F
Trailing 12 Months  
Capital Gain -13.91% 41% F 16% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -13.91% 41% F 15% F
Trailing 5 Years  
Capital Gain -47.97% 55% F 12% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -47.97% 55% F 11% F
Average Annual (5 Year Horizon)  
Capital Gain 12.49% 59% D- 81% B-
Dividend Return 12.49% 59% D- 78% C+
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 146.50% 41% F 5% F
Risk Adjusted Return 8.52% 59% D- 39% F
Market Capitalization 0.01B 18% F 9% A-

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:
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.

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.