UTES Performance & Benchmarks - 6.5% in 12m
The Total Return for 3m is 3.9%, for 6m 9.7% and YTD 11.2%. Compare with Peer-Group: Alternative Equity Focused
Performance Rating
30.79%
#33 in Peer-Group
Rel. Strength
55.80%
#3398 in Stock-Universe
Total Return 12m
6.52%
#33 in Peer-Group
Total Return 5y
6.52%
#34 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CAD |
|---|---|
| 52 Week High | 9.34 CAD |
| 52 Week Low | 8.16 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 62.04 |
| Buy/Sell Signal +-5 | 2.45 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: UTES (6.5%) vs VT (16.1%)
5y Drawdown (Underwater) Chart
Top Performer in Alternative Equity Focused
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| UTES | -0.64% | 2.54% | 3.89% |
| 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 |
|---|---|---|---|
| UTES | 9.71% | 6.52% | 6.52% |
| 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: UTES vs VT vs S&P 500
VT (Vanguard Total World Stock ETF) is the Sector Benchmark for UTES
| Total Return (including Dividends) | UTES | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 2.54% | -0.09% | 0.66% |
| 3 Months | 3.89% | 10.26% | 11.66% |
| 12 Months | 6.52% | 16.05% | 15.92% |
| 5 Years | 6.52% | 78.44% | 103.09% |
| Trend Stabilty (consistency of price movement) | UTES | VT | S&P 500 |
|---|---|---|---|
| 1 Month | 58.8% | 52.9% | 66.4% |
| 3 Months | 79.1% | 96% | 96.6% |
| 12 Months | 45.7% | 64% | 50% |
| 5 Years | 45.7% | 72.5% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. VT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 75 %th | 3.10% | 2.33% |
| 3 Month | 17 %th | -5.78% | -6.96% |
| 12 Month | 17 %th | -6.42% | -6.77% |
| 5 Years | 28 %th | -6.42% | -6.77% |
FAQs
Does Evolve Canadian (UTES) outperform the market?
No,
over the last 12 months UTES made 6.52%, while its related Sector, the Vanguard Total World Stock (VT) made 16.05%.
Over the last 3 months UTES made 3.89%, while VT made 10.26%.
Performance Comparison UTES vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
UTES vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.8% | 1.9% | 5.1% | -9% |
| US NASDAQ 100 | QQQ | 1.6% | 1.3% | 2.5% | -15% |
| German DAX 40 | DAX | 2.6% | 3.6% | 0.8% | -22% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.9% | -0.2% | 0.8% | -15% |
| Hongkong Hang Seng | HSI | 1.6% | 0.4% | -17.6% | -33% |
| India NIFTY 50 | INDA | 1.4% | 8.1% | 6.1% | 13% |
| Brasil Bovespa | EWZ | 0.4% | 10% | 2.8% | 3% |
UTES vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.8% | 4.1% | 5.7% | -18% |
| Consumer Discretionary | XLY | 3.3% | 3.5% | 14.9% | -13% |
| Consumer Staples | XLP | 1% | 4.8% | 7.4% | 2% |
| Energy | XLE | 1.1% | 2.4% | 11.1% | 9% |
| Financial | XLF | 3.2% | 4.9% | 8.7% | -14% |
| Health Care | XLV | 3.3% | 6.6% | 20% | 18% |
| Industrial | XLI | 2.8% | 1.4% | -0.3% | -15% |
| Materials | XLB | 5.5% | 6.3% | 11.2% | 10% |
| Real Estate | XLRE | 2.9% | 3.5% | 8.3% | 4% |
| Technology | XLK | 1.2% | 0.1% | -3.6% | -16% |
| Utilities | XLU | -2.2% | -2.2% | -1.4% | -13% |
| Aerospace & Defense | XAR | 2.2% | -1.6% | -13.1% | -39% |
| Biotech | XBI | 1.3% | -0.9% | 15.7% | 19% |
| Homebuilder | XHB | 1.9% | 1.4% | 11% | 15% |
| Retail | XRT | 4.2% | 4.5% | 10.4% | 3% |
UTES vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -4.1% | -2.23% | 10.2% | 5% |
| Natural Gas | UNG | 0.9% | 12.4% | 32.5% | 2% |
| Gold | GLD | -1.2% | 2% | -9.2% | -30% |
| Silver | SLV | 2.5% | -0.1% | -7.5% | -23% |
| Copper | CPER | 22.4% | 15.2% | 8.2% | -1% |
UTES vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2.3% | 2.9% | 8.3% | 11% |
| iShares High Yield Corp. Bond | HYG | -0% | 2.8% | 6.3% | -2% |