HUBL-U:CA:TSX-Harvest US Bank Leaders Income ETF (USD)

ETF | Others |

Last Closing

CAD 13.46

Change

+0.24 (+1.78)%

Market Cap

N/A

Volume

400.00

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: 2024-05-07 )

ETFs Containing HUBL-U:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.29% 70% C- 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.29% 70% C- 62% D
Trailing 12 Months  
Capital Gain 23.49% 78% C+ 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 23.49% 78% C+ 77% C+
Trailing 5 Years  
Capital Gain -17.98% 6% D- 21% F
Dividend Return 2.03% 78% C+ 9% A-
Total Return -15.95% 6% D- 18% F
Average Annual (5 Year Horizon)  
Capital Gain -1.84% 28% F 31% F
Dividend Return -1.54% 29% F 24% F
Total Return 0.30% 90% A- 23% F
Risk Return Profile  
Volatility (Standard Deviation) 30.13% 10% F 30% F
Risk Adjusted Return -5.12% 40% F 29% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.

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.