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

ETF | Others |

Last Closing

CAD 16.32

Change

+0.57 (+3.62)%

Market Cap

CAD 0.04B

Volume

825.00

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: 2024-05-07 )

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 19.74% 94% A 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 19.74% 94% A 86% B+
Trailing 12 Months  
Capital Gain 19.91% 76% C+ 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 19.91% 76% C+ 74% C
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 1.45% 59% D- 49% F
Dividend Return 1.46% 58% F 42% F
Total Return 0.01% 7% C- 2% F
Risk Return Profile  
Volatility (Standard Deviation) 8.04% 50% F 75% C
Risk Adjusted Return 18.16% 58% F 48% F
Market Capitalization 0.04B 47% F 24% 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.