The investment objective of Horizons MIND is to seek long-term equity returns through investments in major global equity indices using a basket of primarily North American-listed exchange traded funds. The ETF allocates its equity index exposure using a proprietary artificial intelligence selection process that extracts patterns from analyzing data.
|HXT:CA||Horizons S&P/TSX 60 Index ETF||16.35 %|
|IWM||iShares Russell 2000 ETF||8.37 %|
|HXS:CA||Horizons S&P 500 Index ETF||6.82 %|
|QDV5:F||iShares MSCI India ETF USD Acc||6.27 %|
|EWY||iShares MSCI South Korea Capped ETF||6.23 %|
|EIRL||iShares MSCI Ireland ETF||6.19 %|
|EWO||iShares MSCI Austria Capped ETF||6.08 %|
|EWK||iShares MSCI Belgium Capped ETF||6.02 %|
|HCN:CA||Horizons China High Dividend Yield Index ETF||5.94 %|
|EWS||iShares MSCI Singapore Capped ETF||5.80 %|
|XAW:CA||iShares Core MSCI All Country ..||0.20 %||
|VXC:CA||Vanguard FTSE Global All Cap e..||0.25 %||
|XWD:CA||iShares MSCI World Index ETF||0.44 %||
|DXG:CA||Dynamic Active Global Dividend..||0.75 %||
|RWW:CA||CI First Asset MSCI World Low ..||0.60 %||
|VEQT:CA||Vanguard All-Equity ETF Portfo..||0.25 %||
|MWD:CA||Mackenzie Maximum Diversificat..||0.60 %||
|XMW:CA||iShares Edge MSCI Min Vol Glob..||0.45 %||
|HAZ:CA||Horizons Active Global Dividen..||0.65 %||
|CYH:CA||iShares Global Monthly Dividen..||0.60 %||
|Market Performance vs.
Industry/Classification (Global 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)||7.77%||97%||A+||87%||B+|
|Risk Adjusted Return||-12.97%||3%||F||24%||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 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 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.