The QuantShares Global Equity Rotation ETF seeks to provide long-term capital appreciation by investing, directly or indirectly, including through ETFs, in global equity securities.
Inception Date: 30/01/2017
Primary Benchmark: N/A
Management Expense Ratio: 0.00 %
|QUS:CA||AGFiQ Enhanced Core US Equity ETF||25.81 %|
|IVV||iShares Core S&P 500||23.48 %|
|QEM:CA||AGFiQ Enhanced Core Emerging Markets Equity ETF||9.72 %|
|QIE:CA||AGFiQ Enhanced Core International Equity ETF||9.63 %|
|EWY||iShares Inc MSCI South Korea||4.27 %|
|MCHI||iShares MSCI China ETF||3.78 %|
|EWG||iShares MSCI Germany Index Fund||3.53 %|
|EWN||iShares MSCI Netherlands Index Fund||2.92 %|
|EWS||iShares Inc MSCI Singapore||2.77 %|
|EWJ||iShares MSCI Japan Index Fund||2.71 %|
|VXC:CA||Vanguard FTSE Global All Cap e..||0.27 %||
|XAW:CA||iShares Core MSCI All Country ..||0.22 %||
|XWD:CA||iShares MSCI World Index ETF||0.00 %||
|RWW.B:CA||First Asset MSCI World Low Ris..||0.65 %||
|HAZ:CA||Horizons Active Global Dividen..||0.94 %||
|MWD:CA||Mackenzie Maximum Diversificat..||0.67 %||
|CYH:CA||iShares Global Monthly Dividen..||0.65 %||
|XMW:CA||iShares Edge MSCI Min Vol Glob..||0.48 %||
|ZGQ:CA||BMO MSCI All Country World Hig..||0.50 %||
|DXG:CA||Dynamic iShares Active Global ..||0.91 %||
|Market Performance vs.
Industry/Classification (Global Equity)
|Market Performance vs. Exchange (Toronto Stock 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)||4.91%||96%||A||83%||B|
|Risk Adjusted Return||56.00%||20%||F||59%||F|
|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.
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.