PHE Performance & Benchmarks - 9.3% in 12m
The Total Return for 3m is 9.8%, for 6m 6% and YTD 6.6%. Compare with Peer-Group: Alternative Equity Focused
Performance Rating
61.95%
#9 in Peer-Group
Rel. Strength
54.76%
#3478 in Stock-Universe
Total Return 12m
9.31%
#30 in Peer-Group
Total Return 5y
56.20%
#15 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CAD |
|---|---|
| 52 Week High | 38.29 CAD |
| 52 Week Low | 32.89 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 81.11 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: PHE (9.3%) vs VT (16.1%)
5y Drawdown (Underwater) Chart
Top Performer in Alternative Equity Focused
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| PHE | 0.03% | 1.84% | 9.79% |
| HCAL | -1.96% | 1.63% | 17.5% |
| HTAE | -3.02% | -1.07% | 17.3% |
| QQCL | -2.27% | 1.20% | 12.6% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| PHE | 5.99% | 9.31% | 56.2% |
| HCAL | 15.3% | 39.4% | 141% |
| BANK | 12.1% | 33.8% | 30.7% |
| HTAE | 1.59% | 13.3% | 114% |
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| HCAL TO Hamilton Enhanced Canadian |
1.63% | 39.4% | 141% | - | - | - | - | - |
| HDIV TO Hamilton Enhanced |
1.15% | 20% | 70.8% | - | - | - | - | - |
| HUTE TO Harvest Equal Weight Global |
2% | 21.5% | 45.7% | - | - | - | - | - |
| HTAE TO Harvest Tech Achievers |
-1.07% | 13.3% | 114% | - | - | - | - | - |
| USCL TO Global X Enhanced SP500 |
2.17% | 14.9% | 43.7% | - | - | - | - | - |
| QQCL TO Global X Enhanced |
1.2% | 19.2% | 48.1% | - | - | - | - | - |
| BANK TO Evolve Canadian Banks |
1.16% | 33.8% | 30.7% | - | - | - | - | - |
| HYLD TO Hamilton Enhanced U.S. |
0.32% | 14.3% | 28.1% | - | - | - | - | - |
Performance Comparison: PHE vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for PHE
| Total Return (including Dividends) | PHE | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 1.84% | -0.09% | 0.66% |
| 3 Months | 9.79% | 10.26% | 11.66% |
| 12 Months | 9.31% | 16.05% | 15.92% |
| 5 Years | 56.20% | 78.44% | 103.09% |
| Trend Stabilty (consistency of price movement) | PHE | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 96.6% | 52.9% | 66.4% |
| 3 Months | 97.9% | 96% | 96.6% |
| 12 Months | 43% | 64% | 50% |
| 5 Years | 83.1% | 72.5% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 36 %th | 1.19% | -0.04% |
| 3 Month | 39 %th | -1.60% | -3.29% |
| 12 Month | 17 %th | -6.91% | -7.25% |
| 5 Years | 8 %th | -13.05% | -24.05% |
FAQs
Does Purpose Tactical (PHE) outperform the market?
No,
over the last 12 months PHE made 9.31%, while its related Sector, the Vanguard Total World Stock (VT) made 16.05%.
Over the last 3 months PHE made 9.79%, while VT made 10.26%.
Performance Comparison PHE vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PHE vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.4% | 1.2% | 1.4% | -7% |
| US NASDAQ 100 | QQQ | 2.2% | 0.6% | -1.2% | -12% |
| German DAX 40 | DAX | 3.3% | 2.9% | -2.9% | -20% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.6% | -0.9% | -3% | -12% |
| Hongkong Hang Seng | HSI | 2.2% | -0.3% | -21.4% | -30% |
| India NIFTY 50 | INDA | 2% | 7.4% | 2.4% | 16% |
| Brasil Bovespa | EWZ | 1.1% | 9.3% | -1% | 6% |
PHE vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.4% | 3.4% | 2% | -15% |
| Consumer Discretionary | XLY | 3.9% | 2.8% | 11.2% | -10% |
| Consumer Staples | XLP | 1.7% | 4.1% | 3.7% | 5% |
| Energy | XLE | 1.8% | 1.7% | 7.4% | 12% |
| Financial | XLF | 3.9% | 4.2% | 5% | -12% |
| Health Care | XLV | 4% | 5.9% | 16.3% | 21% |
| Industrial | XLI | 3.4% | 0.7% | -4% | -12% |
| Materials | XLB | 6.2% | 5.6% | 7.5% | 13% |
| Real Estate | XLRE | 3.5% | 2.8% | 4.6% | 7% |
| Technology | XLK | 1.9% | -0.6% | -7.3% | -14% |
| Utilities | XLU | -1.5% | -2.9% | -5.1% | -10% |
| Aerospace & Defense | XAR | 2.8% | -2.3% | -16.8% | -36% |
| Biotech | XBI | 2% | -1.6% | 12% | 22% |
| Homebuilder | XHB | 2.5% | 0.7% | 7.3% | 18% |
| Retail | XRT | 4.8% | 3.8% | 6.7% | 6% |
PHE vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.5% | -2.93% | 6.45% | 8% |
| Natural Gas | UNG | 1.6% | 11.7% | 28.8% | 5% |
| Gold | GLD | -0.5% | 1.3% | -12.9% | -28% |
| Silver | SLV | 3.1% | -0.8% | -11.2% | -20% |
| Copper | CPER | 23.1% | 14.5% | 4.5% | 1% |
PHE vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.6% | 2.2% | 4.6% | 14% |
| iShares High Yield Corp. Bond | HYG | 0.7% | 2.1% | 2.6% | 1% |