HXU:CA:TSX-Horizons BetaPro S&P/TSX 60 Bull Plus (CAD)

ETF | Passive Inverse/Leveraged | Toronto Stock Exchange

Last Closing

CAD 21.67

Change

0.00 (0.00)%

Market Cap

CAD 0.05B

Volume

0.03M

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 60 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: 08/01/2007

Primary Benchmark: S&P/TSX 60 TR CAD

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: 2024-05-05 )

Largest Industry Peers for Passive Inverse/Leveraged

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

-0.04 (-0.20%)

CAD 0.32B
HNU:CA BetaPro Natural Gas Leveraged .. 1.37 %

+0.41 (+8.25%)

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

+0.02 (+0.09%)

CAD 0.13B
HGU:CA BetaPro Canadian Gold Miners 2.. 1.36 %

+1.05 (+5.65%)

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

+0.26 (+1.79%)

CAD 0.09B
HQD:CA BetaPro NASDAQ-100® -2x Daily.. 1.52 %

+0.03 (+0.22%)

CAD 0.08B
HND:CA BetaPro Natural Gas 2x Daily B.. 1.52 %

-5.83 (-8.25%)

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

-0.13 (-1.89%)

CAD 0.06B
HZU:CA BetaPro Silver 2x Daily Bull 1.52 %

+3.81 (+13.14%)

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

-0.02 (-0.08%)

CAD 0.06B

ETFs Containing HXU: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 7.49% 68% D+ 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.49% 68% D+ 63% D
Trailing 12 Months  
Capital Gain 10.45% 73% C 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.45% 73% C 59% D-
Trailing 5 Years  
Capital Gain 65.72% 91% A- 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 65.72% 91% A- 75% C
Average Annual (5 Year Horizon)  
Capital Gain 14.72% 64% D 84% B
Dividend Return 14.72% 64% D 82% B
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 32.70% 95% A 28% F
Risk Adjusted Return 45.01% 95% A 71% C-
Market Capitalization 0.05B 55% F 25% 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:

There is nothing we particularly dislike