DRMU seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of a United States cap-weighted equity index. Currently, DRMU seeks to replicate the performance of the Scientific Beta Desjardins United States RI Low Carbon Index, net of fees and expenses. Under normal market conditions, DRMU will primarily invest in large and mid-cap companies from the Scientific Beta United States Universe, while seeking to deliver a significant reduction in the weighted average carbon intensity of DRMU’s portfolio and ensuring that all Constituent Issuers meet Pre-Determined ESG Standards.
|MSFT||Microsoft Corporation||8.25 %|
|AAPL||Apple Inc||7.35 %|
|AMZN||Amazon.com, Inc||5.87 %|
|JNJ||Johnson & Johnson||2.39 %|
|PG||The Procter & Gamble Company||1.90 %|
|INTC||Intel Corporation||1.63 %|
|VZ||Verizon Communications Inc||1.54 %|
|T||AT&T Inc||1.47 %|
|HD||The Home Depot, Inc||1.41 %|
|PFE||Pfizer Inc||1.25 %|
|ZSP:CA||BMO S&P 500 Index ETF (CAD)||0.08 %||
|XSP:CA||iShares Core S&P 500 Index ETF..||0.09 %||
|VFV:CA||Vanguard S&P 500 Index ETF||0.08 %||
|VUN:CA||Vanguard U.S. Total Market Ind..||0.15 %||
|XUS:CA||iShares Core S&P 500 Index ETF||0.09 %||
|ZUE:CA||BMO S&P 500 Hedged to CAD Inde..||0.08 %||
|HXS:CA||Horizons S&P 500 Index ETF||0.11 %||
|ZDY:CA||BMO US Dividend ETF (CAD)||0.30 %||
|VSP:CA||Vanguard S&P 500 Index ETF..||0.08 %||
|XUU:CA||iShares Core S&P U.S. Tota..||0.07 %||
|Market Performance vs.
Industry/Classification (US Equity)
|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)||9.32%||38%||F||74%||C|
|Risk Adjusted Return||60.33%||10%||F||54%||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 company had positive total cash flow in the most recent four quarters.
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.
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 total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
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.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.