XESG seeks to provide long-term capital growth by replicating, to the extent possible, the performance, net of expenses, of an ESG-oriented Index selected at the discretion of BlackRock Canada. The ESG-oriented Index will generally emphasize issuers that have positive environmental, social and governance characteristics, as identified by the Index Provider, chosen from the securities included in its ?parent index?. XESG currently seeks to replicate the performance of the MSCI Canada IMI Extended ESG Focus Index. Under normal market conditions, XESG will primarily invest in securities of one or more iShares ETFs and/or Canadian equity securities.
|SHOP:CA||Shopify Inc||6.30 %|
|RY:CA||Royal Bank of Canada||6.28 %|
|TD:CA||The Toronto-Dominion Bank||5.80 %|
|BNS:CA||The Bank of Nova Scotia||4.08 %|
|ENB:CA||Enbridge Inc||3.42 %|
|BMO:CA||Bank of Montreal||3.30 %|
|CNR:CA||Canadian National Railway Company||2.95 %|
|SLF:CA||Sun Life Financial Inc||2.46 %|
|CM:CA||Canadian Imperial Bank of Commerce||2.42 %|
|XIU:CA||iShares S&P/TSX 60 Index E..||0.18 %||
|XIC:CA||iShares Core S&P/TSX Cappe..||0.06 %||
|ZCN:CA||BMO S&P/TSX Capped Composite I..||0.06 %||
|VCN:CA||Vanguard FTSE Canada All Cap I..||0.05 %||
|ZLB:CA||BMO Low Volatility Canadian Eq..||0.39 %||
|HXT:CA||Horizons S&P/TSX 60 Index ..||0.03 %||
|TTP:CA||TD Canadian Equity Index ETF||0.05 %||
|VCE:CA||Vanguard FTSE Canada Index ETF||0.05 %||
|WXM:CA||CI Morningstar Canada Momentum..||0.66 %||
|MKC:CA||Mackenzie Maximum Diversificat..||0.50 %||
|Market Performance vs.
Industry/Classification (Canadian 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)||14.42%||21%||F||60%||D-|
|Risk Adjusted Return||24.87%||21%||F||37%||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.
There is nothing we particularly like
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 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.
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.