Inception Date: 03/04/2017
Primary Benchmark: Russell DEV LC Cons Stap 100% Hdg TR CAD
Management Expense Ratio: 0.40 %
|BASE-B:CA||Evolve Global Materials & ..||0.00 %||
|BKL-F:CA||Invesco Senior Loan Index ETF ..||0.00 %||
|CAPS-B:CA||Evolve Active US Core Equity F..||0.00 %||
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|CGL-C:CA||iShares Gold Bullion ETF (Non-..||0.00 %||
|CHNA-B:CA||WisdomTree ICBCCS S&P Chin..||0.00 %||
|CYBR-B:CA||Evolve Cyber Security Index Fu..||0.00 %||
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|Market Performance vs.
|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)||5.33%||59%||F||81%||B-|
|Risk Adjusted Return||24.27%||22%||F||39%||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 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.