Inception Date: 29/11/2017
Primary Benchmark: Scientific Beta EM Mltft-CntrVol
Management Expense Ratio: 0.76 %
|FLCP:CA||Franklin Liberty Core Plus Bon..||0.00 %||
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|BKL-F:CA||Invesco Senior Loan Index ETF ..||0.00 %||
|CGAA:CA||CI First Asset Global Asset Al..||0.00 %||
|CGL-C:CA||iShares Gold Bullion ETF (Non-..||0.00 %||
|CHNA-B:CA||WisdomTree ICBCCS S&P Chin..||0.00 %||
|CYBR-B:CA||Evolve Cyber Security Index Fu..||0.00 %||
|CYBR-U:CA||Evolve Cyber Security Index Fu..||0.00 %||
|DGR-B:CA||WisdomTree U.S. Quality Divide..||0.00 %||
|EHE-B:CA||WisdomTree Europe Hedged Equit..||0.00 %||
|Market Performance vs.
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||3.02%||79%||C+||91%||A-|
|Risk Adjusted Return||-66.57%||3%||F||7%||F|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|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.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The company had positive total cash flow in the most recent four quarters.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The company has under performed its peers on annual average total returns in the past 5 years.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.