Inception Date: 24/07/2012
Primary Benchmark: MSCI USA Minimum Volatility (USD) NR CAD
Primary Index: S&P 500 TR (Bank of Canada) CAD
Gross Expense Ratio: NA%
Management Expense Ratio: 0.33 %
|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 %||
|CAPS-U:CA||Evolve Active US Core Equity F..||0.00 %||
|CES-B:CA||CI First Asset Core U.S. Equit..||0.00 %||
|CGAA:CA||CI First Asset Global Asset Al..||0.00 %||
|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 %||
|CYBR-U:CA||Evolve Cyber Security Index Fu..||0.00 %||
|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)||5.73%||55%||F||80%||B-|
|Risk Adjusted Return||230.00%||100%||A+||100%||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.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(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 company has under performed its peers on annual average total returns in the past 5 years.
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.