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Horizons Active Diversified Income ETF Advisor – TSE:HAA.A ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
10.72 CAD0.00 (0.00%)10.72 - 11.630.0

Market data as of 12:00AM 02/24/15. Quotes are delayed by at least 15 min.

Overview - TSE:HAA.A

The investment seeks to provide a consistent rate of return balanced between current income and long-term capital growth. The fund will invest primarily in a balanced portfolio of publicly traded equity, income trust and debt securities located primarily in Canada. In order to obtain direct or indirect exposure to these securities, it may invest in exchange traded funds and exchange traded notes. The fund will to the best of its ability, seek to hedge its non-Canadian dollar currency exposure to the Canadian dollar at all times.

Previous Close10.72
Day's Range-- - --
Avg Volume (10 Day)--
Total Assets$5.61M
Expense Ratio--
Yield (Trailing 12 Mo.)2.00%
Fund Inception10/12/2011

Trailing Total Returns - TSE:HAA.A

as of 12/31/2015
TimeframeTSE:HAA.AS&P 500Global Neutral Balanced
1 Month-0.75%-4.96%0.26%
3 Month0.76%-6.18%2.95%
1 Year-4.20%-0.67%5.37%
3 Year2.01%11.30%8.66%
5 Year--10.91%6.44%
10 Year--6.48%4.55%
Since Inception2.98%10.33%--

Top Ten Holdings - TSE:HAA.A

as of 12/31/2015
CompanyYTD Return% of Assets

Valuation & Growth - TSE:HAA.A

as of 12/31/2015
ValuationTSE:HAA.ACategory Range
Price/Cash Flow7.83
Dividend Yield3.74
LT Earnings9.07
Historical Earnings3.22
Sales Growth2.01
Cash-Flow Growth-0.49
Book-Value Growth4.4
Key:  Lo 

Morningstar Summary - TSE:HAA.A, 3 Year

Rate Sensitivity
Ratingvs Category
RiskBelow Avg
Key:  Lo 

Risk Analysis - TSE:HAA.A, 3 Year

Standard Deviation5.06
Sharpe Ratio0.25

Tax Analysis - TSE:HAA.A, 3 Year Avg

Pretax Return2.01%
Tax-adjusted Return1.29%
Tax Cost Ratio0.71%
Potential Cap Gains--

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