UDA:CA:TSX-Caldwell U.S. Dividend Advantage Fund (CAD)

ETF | Others |

Last Closing

CAD 16.22

Change

-0.03 (-0.18)%

Market Cap

CAD 0.04B

Volume

1.09K

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: 2024-04-15 )

ETFs Containing UDA: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 19.00% 93% A 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 19.00% 93% A 87% B+
Trailing 12 Months  
Capital Gain 20.24% 77% C+ 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.24% 77% C+ 79% B-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 1.24% 57% F 48% F
Dividend Return 1.25% 57% F 41% F
Total Return 0.01% 9% A- 2% F
Risk Return Profile  
Volatility (Standard Deviation) 7.91% 53% F 76% C+
Risk Adjusted Return 15.79% 57% F 46% F
Market Capitalization 0.04B 46% F 23% 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:

There is nothing we particularly like

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.