The investment seeks to replicate, net of expense, the MSCI USA Minimum Volatility (USD) 100% Hedged to CAD Index. The MSCI USA Minimum Volatility (USD) 100% Hedged to CAD Index measures the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the United States.
|NGT:CA||Newmont Corporation||2.28 %|
|NEE||NextEra Energy, Inc||1.88 %|
|PEP||PepsiCo, Inc||1.74 %|
|VZ||Verizon Communications Inc||1.71 %|
|V||Visa Inc||1.70 %|
|CTXS||Citrix Systems, Inc||1.60 %|
|MCD||McDonald's Corporation||1.60 %|
|KO||The Coca-Cola Company||1.58 %|
|RSG||Republic Services, Inc||1.56 %|
|WM||Waste Management, Inc||1.52 %|
|ZSP:CA||BMO S&P 500 Index ETF (CAD..||0.08 %||
|XSP:CA||iShares Core S&P 500 Index..||0.09 %||
|VFV:CA||Vanguard S&P 500 Index ETF||0.08 %||
|VUN:CA||Vanguard U.S. Total Market Ind..||0.15 %||
|XUS:CA||iShares Core S&P 500 Index ETF||0.09 %||
|ZUE:CA||BMO S&P 500 Hedged to CAD ..||0.08 %||
|HXS:CA||Horizons S&P 500 Index ETF||0.11 %||
|ZDY:CA||BMO US Dividend ETF (CAD)||0.30 %||
|VSP:CA||Vanguard S&P 500 Index ETF (CA..||0.08 %||
|XUU:CA||iShares Core S&P U.S. Total Ma..||0.07 %||
|Market Performance vs.
Industry/Classification (US 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)||7.76%||59%||F||77%||C+|
|Risk Adjusted Return||111.97%||73%||C||94%||A|
|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.
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.