The investment seeks to replicate the performance, net of expenses, of the S&P/TSX 60 Index. The index is comprised of 60 of the largest (by market capitalization) and most liquid securities listed on the TSX, selected by S&P using its industrial classifications and guidelines for evaluating issuer capitalization, liquidity and fundamentals.
Inception Date: 28/09/1999
Primary Benchmark: S&P/TSX 60 TR CAD
Primary Index: S&P/TSX Composite TR
Gross Expense Ratio: NA%
Management Expense Ratio: 0.18 %
|RY:CA||Royal Bank of Canada||8.37 %|
|TD:CA||The Toronto-Dominion Bank||7.63 %|
|ENB:CA||Enbridge Inc||5.11 %|
|BNS:CA||The Bank of Nova Scotia||4.99 %|
|CNR:CA||Canadian National Railway Company||4.66 %|
|SU:CA||Suncor Energy Inc||3.53 %|
|TRP:CA||TC Energy Corporation||3.47 %|
|BMO:CA||Bank of Montreal||3.39 %|
|BCE:CA||BCE Inc||3.13 %|
|XUU:CA||iShares Core S&P U.S. Tota..||0.07 %||
|DRFC:CA||Desjardins RI Canada Multifact..||0.57 %||
|CAGS:CA||WisdomTree Yield Enhanced Cana..||0.20 %||
|ZEM:CA||BMO MSCI Emerging Markets Inde..||0.26 %||
|RLD:CA||RBC Strategic Global Dividend ..||0.61 %||
|IGCF:CA||PIMCO Investment Grade Credit ..||0.85 %||
|BND:CA||Purpose Global Bond Fund Serie..||0.48 %||
|FLUI:CA||Franklin Liberty U.S. Investme..||0.40 %||
|DGR:CA||WisdomTree U.S. Quality Divide..||0.43 %||
|VEE:CA||Vanguard FTSE Emerging Markets..||0.24 %||
|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)||9.07%||29%||F||66%||D|
|Risk Adjusted Return||70.07%||60%||D-||73%||C|
|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.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
The company had positive total cash flow in the most recent four quarters.
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 stock is trading high compared to its peers on a price to earning basis and is above the sector median.