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

ETF | Others |

Last Closing

CAD 36.1

Change

-0.15 (-0.41)%

Market Cap

CAD 0.02B

Volume

100.00

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: 2024-04-17 )

Largest Industry Peers for Others

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

N/A

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

-0.18 (-0.36%)

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

-0.38 (-2.10%)

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

-0.58 (-0.90%)

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

-0.68 (-1.65%)

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

-0.50 (-2.31%)

CAD 3.78B
XEQT:CA iShares Core Equity Portfolio

-0.25 (-0.84%)

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

-0.42 (-4.51%)

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

N/A

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 6.93% 75% C 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.93% 75% C 66% D+
Trailing 12 Months  
Capital Gain 11.76% 66% D+ 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.76% 66% D+ 67% D+
Trailing 5 Years  
Capital Gain 37.21% 71% C- 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 37.21% 71% C- 61% 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.