PEU:CA:TSX-Purpose Enhanced US Equity Fund Series ETF (CAD)

ETF | Others | TSX

Last Closing Price

CAD 27.30

Change

0.00 (0.00)%

Market Cap

CAD 2.14M

Volume

100.00

Average Target Price

N/A
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

The Purpose Enhanced US Equity Fund seeks to provide shareholders with long-term capital appreciation and as uperior risk adjusted return relative to the broad U.S. equity markets. The Fund aims to provide returns in excess of the broad U.S. equity markets by investing in a portfolio of U.S. listed equities while maintaining a similar level of volatility as the broad U.S. equity markets. The Fund will employ leverage to increase its long portfolio exposure and to hedge the increased market risk associated with the leveraged portion of the portfolio. The Fund will implement its hedging strategy through the use of derivative instruments including by selling market index futures contracts.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Valuation Growth & Performance

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-08-02 )

Largest Industry Peers for Others

Symbol Name Mer Price(Change) Market Cap
BAM-PFC:CA Brookfield Asset Management In.. 0.00 %

N/A

CAD65.28B
BAM-PFG:CA Brookfield Asset Management In.. 0.00 %

N/A

CAD54.30B
BAM-PFA:CA Brookfield Asset Management In.. 0.00 %

N/A

CAD53.95B
BAM-PFB:CA Brookfield Asset Management In.. 0.00 %

N/A

CAD14.53B
PEGI:CA Pattern Energy Group Inc 0.00 %

N/A

CAD3.68B
KML:CA Kinder Morgan Canada Limited 0.00 %

N/A

CAD1.73B
NUBF:CA NBI Unconstrained Fixed Income.. 0.00 %

N/A

CAD1.72B
ZYME:CA Zymeworks Inc 0.00 %

N/A

CAD1.30B
NHYB:CA NBI High Yield Bond ETF 0.00 %

N/A

CAD0.92B
ZCPB:CA BMO Core Plus Bond ETF 0.56 %

N/A

CAD0.83B

ETFs Containing PEU:CA

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Others)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
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
Trailing 12 Months  
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
Trailing 5 Years  
Capital Gain 28.96% N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 28.96% N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 9.12% 82% B- 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.12% 68% D+ 57% F
Risk Return Profile  
Volatility (Standard Deviation) 12.07% 10% F 51% F
Risk Adjusted Return 75.52% 30% F 48% F
Market Capitalization 2.14M N/A N/A N/A N/A
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

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:
Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Poor risk adjusted returns

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.

High volatility

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.