ducovest

HXF:CA:TSX-Horizons S&P/TSX Capped Financials Index ETF (CAD)

ETF | Financial Services Equity | Toronto Stock Exchange

Last Closing

CAD 66.9

Change

+0.22 (+0.33)%

Market Cap

CAD 0.04B

Volume

390.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund seeks replicate, to the extent possible, the performance of the S&P/TSX Capped Financials Index (Total Return), net of expenses.

Company Website : www.horizonsetfs.com

Currency: CAD

Country : Canada

Inception Date: 16/09/2013

Primary Benchmark: S&P/TSX Capped Financials TR

Primary Index: MSCI World/Financials GR CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.27 %

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 Financial Services Equity

Symbol Name Mer Price(Change) Market Cap
ZEB:CA BMO S&P/TSX Equal Weight Banks 0.60 %

N/A

 CAD 3.75B
ZWB:CA BMO Covered Call Canadian Bank.. 0.71 %

N/A

 CAD 2.98B
XFN:CA iShares S&P/TSX Capped Financi.. 0.61 %

N/A

 CAD 1.39B
ZBK:CA BMO Equal Weight US Banks Inde.. 0.37 %

N/A

 CAD 0.68B
ZUB:CA BMO Equal Weight US Banks Hedg.. 0.38 %

N/A

 CAD 0.49B
ZWK:CA BMO Covered Call US Banks ETF 0.00 %

N/A

 CAD 0.34B
RBNK:CA RBC Canadian Bank Yield Index .. 0.33 %

N/A

 CAD 0.25B
CEW:CA iShares Equal Weight Banc & Li.. 0.60 %

N/A

 CAD 0.19B
CIC:CA CI Canadian Banks Covered Call.. 0.84 %

N/A

 CAD 0.19B
BANK:CA Evolve Canadian Banks and Life.. 0.39 %

N/A

 CAD 0.15B

ETFs Containing HXF:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial Services Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.22% 59% D- 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.22% 59% D- 45% F
Trailing 12 Months  
Capital Gain 11.65% 65% D 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.65% 65% D 65% D
Trailing 5 Years  
Capital Gain 52.18% 100% F 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 52.18% 100% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.83% 95% A 78% C+
Dividend Return 10.83% 89% A- 73% C
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 21.34% 84% B 43% F
Risk Adjusted Return 50.77% 95% A 76% C+
Market Capitalization 0.04B 26% F 32% 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.

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:
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.

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.