PHE-B:CA:TSX-Purpose Fund Corp. - Purpose Tactical Hedged Equity Fund (CAD)

ETF | Others |

Last Closing

CAD 36.25

Change

+0.06 (+0.17)%

Market Cap

CAD 0.02B

Volume

900.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-04-16 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
XEF-U:CA iShares Core MSCI EAFE IMI Ind..

+0.20 (+0.75%)

CAD 6.19B
CASH:CA Horizons High Interest Savings..

N/A

CAD 4.87B
PHYS-U:CA Sprott Physical Gold Trust

+0.01 (+0.06%)

CAD 4.76B
XUS-U:CA iShares Core S&P 500 Index ETF

+0.13 (+0.20%)

CAD 4.54B
HXT-U:CA Horizons S&P/TSX 60 Index ETF

+0.09 (+0.22%)

CAD 3.92B
CEF-U:CA Sprott Physical Gold and Silve..

-0.03 (-0.14%)

CAD 3.78B
XEQT:CA iShares Core Equity Portfolio

+0.10 (+0.34%)

CAD 3.29B
PSLV-U:CA Sprott Physical Silver Trust

+0.01 (+0.11%)

CAD 3.29B
IGAF:CA IA Clarington Loomis Global Al..

-0.08 (-0.57%)

CAD 3.23B
NSCB:CA NBI Sustainable Canadian Bond ..

+0.03 (+0.14%)

CAD 2.78B

ETFs Containing PHE-B: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 7.38% 75% C 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.38% 74% C 67% D+
Trailing 12 Months  
Capital Gain 13.18% 68% D+ 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.18% 68% D+ 69% C-
Trailing 5 Years  
Capital Gain 37.78% 71% C- 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 37.78% 71% C- 62% D
Average Annual (5 Year Horizon)  
Capital Gain 6.61% 82% B 66% D+
Dividend Return 6.61% 82% B 61% D-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 7.61% 55% F 77% C+
Risk Adjusted Return 86.84% 98% N/A 96% N/A
Market Capitalization 0.02B 31% F 13% 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.

What to not like:
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.