HRA:CA:TSX-Horizons Global Risk Parity ETF

ETF | Global Neutral Balanced | Toronto Stock Exchange

Last Closing Price

CAD 10.30

Change

+0.03 (+0.29)%

Market Cap

CAD 0.04B

Volume

4.04K

Yahoo Analyst Target

N/A

STA Analyst Target

N/A
Yahoo Analyst Rating

N/A

STA Analyst Rating

N/A

STA Verdict

Verdict

About

The investment objective of Horizons HRA is to seek long term capital appreciation through the use of asset allocation. Horizons HRA will primarily use exchange traded products to gain exposure to a portfolio of global asset classes with a focus on the forecasted amount of risk that each investment contributes.

Inception Date: 20/07/2016

Primary Benchmark: N/A

Primary Index: Morningstar CAN Bal Glbl 60/40 CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 1.25 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2018-02-23 )

Largest Industry Peers for Global Neutral Balanced

Symbol Name Mer Price(Change) Market Cap
CBD:CA iShares Balanced Income CorePo.. 0.76 %

+0.19 (+0.88%)

CAD 0.06B
VBAL:CA Vanguard Balanced ETF Portfoli.. 0.00 %

+0.12 (+0.49%)

CAD 0.03B
PIN:CA Purpose Monthly Income Fund 0.79 %

N/A

CAD 0.01B
XGR:CA iShares Growth Core Portfolio .. 0.64 %

N/A

CAD 0.01B
CBD.A:CA iShares Balanced Income CorePo.. 1.87 %

N/A

CAD 8.98M
VCNS:CA Vanguard Conservative ETF Port.. 0.00 %

+0.13 (+0.53%)

CAD 6.93M
PRP:CA Purpose Conservative Income Fu.. 0.69 %

N/A

CAD 4.10M
MPCF:CA Mackenzie Portfolio Completion.. 0.00 %

+0.12 (+0.60%)

CAD 3.61M
EXGG:CA Excel Global Growth Asset Allo.. 0.95 %

N/A

CAD 1.96M

ETFs Containing HRA:CA

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Global Neutral Balanced)
Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.58% 83% B 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.58% 83% B 54% F
Trailing 12 Months  
Capital Gain 5.42% 100% A+ 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.42% 100% A+ 57% F
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 1.73% 60% D- 50% F
Dividend Return 1.85% 60% D- 31% F
Total Return 0.12% 20% F 3% F
Risk Return Profile  
Volatility (Standard Deviation) 3.45% 80% B- 89% B+
Risk Adjusted Return 53.46% 60% D- 56% F
Market Capitalization 9.54M 89% B+ 28% 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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Low volatility

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.

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.

HRA:CA:TSX-Horizons Global Risk Parity ETF

ETF | Global Neutral Balanced | Toronto Stock Exchange

Last Closing Price

CAD 10.30

Change

+0.03 (+0.29)%

Market Cap

CAD 0.04B

Volume

4.04K

Yahoo Analyst Target

N/A

STA Analyst Target

N/A
Yahoo Analyst Rating

N/A

STA Analyst Rating

N/A

STA Verdict

Verdict

Values as of: 2018-02-23