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Horizons S&P 500 Index ETF – TSE:HXS ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
46.41 CAD0.50 (+1.09%)35.11 - 47.724.4 thousand (Below Avg)

Market data as of 1:57PM 03/27/15. Quotes are delayed by at least 15 min.

Overview - TSE:HXS

The investment seeks to replicate, net of expenses, the perfromance of the S&P 500 Canadian Dollar Hedged Total Return index. The investment intends to enter into a swap with the counterparty pursuant to which each ETF will gain exposure to its underlying index. An ETF may also invest in and hold the securities of constituent issuers in substantially the same proportion as they are reflected in the underlying index of the ETF or the ETF may invest in and hold index participation units of exchange traded funds that are based on its underlying index.

Previous Close45.91
Day's Range46.00 - 46.41
Avg Volume (10 Day)17.6K
Total Assets$229.36M
Expense Ratio--
Yield (Trailing 12 Mo.)0.00%
Fund Inception11/30/2010

Trailing Total Returns - TSE:HXS

as of 02/28/2015
TimeframeTSE:HXSS&P 500US Equity
1 Month4.02%5.75%4.33%
3 Month11.73%2.31%10.05%
1 Year29.91%15.51%23.11%
3 Year26.07%18.00%22.85%
5 Year--16.18%16.79%
10 Year--7.99%6.39%
Since Inception22.32%10.71%--

Stock Sector Allocation - TSE:HXS

as of 02/28/2015
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Top Ten Holdings - TSE:HXS

as of 02/28/2015
CompanyYTD Return% of Assets
TRS S&P 500 TR Hdg CAD--100.00%

Valuation & Growth - TSE:HXS

as of 02/28/2015
ValuationTSE:HXSCategory Range
Price/Cash Flow11.76
Dividend Yield2.16
LT Earnings9.48
Historical Earnings11.69
Sales Growth4.24
Cash-Flow Growth4.81
Book-Value Growth4.69
Key:  Lo 

Morningstar Summary - TSE:HXS, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
ReturnAbove Avg
Key:  Lo 

Risk Analysis - TSE:HXS, 3 Year

Standard Deviation8.30
Sharpe Ratio2.75

Tax Analysis - TSE:HXS, 3 Year Avg

Pretax Return26.07%
Tax-adjusted Return26.07%
Tax Cost Ratio0.00%
Potential Cap Gains--

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