HIU:CA:TSX-Horizons BetaPro S&P 500 Inverse ETF (CAD)

ETF | Passive Inverse/Leveraged | Toronto Stock Exchange

Last Closing

CAD 12.34

Change

-0.13 (-1.04)%

Market Cap

CAD 0.02B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to replicate, net of expenses, the inverse daily performance of the S&P 500 Index. The fund will take positions in equity securities and/or other financials instruments that, in combination, should have similar daily return characteristics as the inverse daily performance of the S&P 500 index.

Inception Date: 03/02/2010

Primary Benchmark: S&P 500 TR CAD

Primary Index: CIBC WM 91 Day Treasury Bill CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 1.41 %

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

-0.78 (-2.26%)

CAD 0.05B

ETFs Containing HIU: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 -4.56% 45% F 15% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.56% 45% F 14% F
Trailing 12 Months  
Capital Gain -13.71% 45% F 16% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -13.71% 45% F 15% F
Trailing 5 Years  
Capital Gain -50.91% 50% F 11% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -50.91% 50% F 11% F
Average Annual (5 Year Horizon)  
Capital Gain -10.13% 23% F 7% C-
Dividend Return -10.13% 23% F 6% D-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 47.84% 77% C+ 18% F
Risk Adjusted Return -21.18% 14% F 23% F
Market Capitalization 0.02B 36% F 17% 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:
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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.

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.