The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI World Index (the "underlying index"). The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The underlying index is designed to measure the performance of equity securities in the top 85% of equity market capitalization, as calculated by the index provider, in certain developed market countries.
Inception Date: 18/06/2009
Primary Benchmark: MSCI World NR CAD
Primary Index: MSCI World GR CAD
Gross Expense Ratio: NA%
Management Expense Ratio: 0.47 %
|VXC:CA||Vanguard FTSE Global All Cap e..||0.27 %||
|XAW:CA||iShares Core MSCI All Country ..||0.22 %||
|RWW.B:CA||First Asset MSCI World Low Ris..||0.69 %||
|HAZ:CA||Horizons Active Global Dividen..||0.92 %||
|CYH:CA||iShares Global Monthly Dividen..||0.66 %||
|MWD:CA||Mackenzie Maximum Diversificat..||0.67 %||
|XMW:CA||iShares Edge MSCI Min Vol Glob..||0.48 %||
|ZGQ:CA||BMO MSCI All Country World Hig..||0.51 %||
|VVL:CA||Vanguard Global Value Factor E..||0.40 %||
|RWW:CA||First Asset MSCI World Low Ris..||0.65 %||
|Market Performance vs.
Industry/Classification (Global Equity)
|Market Performance vs. Exchange (Toronto Stock 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)||8.50%||28%||F||72%||C-|
|Risk Adjusted Return||171.24%||92%||A-||97%||A+|
|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 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 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.