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

ETF | Others |

Last Closing

CAD 36.84

Change

+0.40 (+1.10)%

Market Cap

CAD 0.02B

Volume

500.00

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: 2024-05-07 )

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 9.12% 75% C 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.12% 75% C 66% D+
Trailing 12 Months  
Capital Gain 15.56% 68% D+ 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.56% 68% D+ 68% D+
Trailing 5 Years  
Capital Gain 40.02% 73% C 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 40.02% 71% C- 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 6.87% 83% B 66% D+
Dividend Return 6.87% 83% B 61% D-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 7.48% 54% F 77% C+
Risk Adjusted Return 91.87% 99% N/A 97% N/A
Market Capitalization 0.02B 32% F 14% 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.