The investment seeks to replicate, to the extent reasonably possible before fees and expenses, the performance of LibertyQ International Equity Index- NR*, or any successor thereto. It invests primarily in equity securities of issuers located in developed markets, excluding the United States and Canada.
|XEF:CA||iShares Core MSCI EAFE IMI Ind..||0.22 %||
|ZEA:CA||BMO MSCI EAFE Index ETF||0.22 %||
|VIU:CA||Vanguard FTSE Developed All Ca..||0.22 %||
|XIN:CA||iShares MSCI EAFE Index ETF (C..||0.50 %||
|TPE:CA||TD International Equity Index ..||0.20 %||
|HXDM:CA||Horizons Intl Developed Market..||0.22 %||
|XFH:CA||iShares Core MSCI EAFE IMI Ind..||0.22 %||
|MINT:CA||Manulife Multifactor Developed..||0.54 %||
|ZDM:CA||BMO MSCI EAFE Hedged to CAD In..||0.22 %||
|FCIQ:CA||Fidelity International High Qu..||0.51 %||
|Market Performance vs.
Industry/Classification (International 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)||7.25%||93%||A||85%||B|
|Risk Adjusted Return||38.31%||48%||F||51%||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 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’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.