RBC PHN Beta vs. Three Year Return
| RPSB Etf | CAD 20.08 0.01 0.05% |
For RBC PHN profitability analysis, we use financial ratios and fundamental drivers that measure the ability of RBC PHN to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well RBC PHN Short utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between RBC PHN's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of RBC PHN Short over time as well as its relative position and ranking within its peers.
RBC |
RBC PHN Short Three Year Return vs. Beta Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining RBC PHN's current stock value. Our valuation model uses many indicators to compare RBC PHN value to that of its competitors to determine the firm's financial worth. RBC PHN Short is presently regarded as number one ETF in beta as compared to similar ETFs. It also is presently regarded as number one ETF in three year return as compared to similar ETFs reporting about 2.15 of Three Year Return per Beta. Comparative valuation analysis is a catch-all model that can be used if you cannot value RBC PHN by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for RBC PHN's Etf. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.RBC Three Year Return vs. Beta
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
RBC PHN |
| = | 1.07 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
RBC PHN |
| = | 2.30 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
RBC Three Year Return Comparison
RBC PHN is currently under evaluation in three year return as compared to similar ETFs.
Beta Analysis
RBC PHN returns are very sensitive to returns on the market. As the market goes up or down, RBC PHN is expected to follow.
RBC PHN Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in RBC PHN, profitability is also one of the essential criteria for including it into their portfolios because, without profit, RBC PHN will eventually generate negative long term returns. The profitability progress is the general direction of RBC PHN's change in net profit over the period of time. It can combine multiple indicators of RBC PHN, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
RBC PHN Short Term Canadian Bond ETF seeks to provide regular monthly income with the potential for modest capital growth by investing primarily in a well-diversified portfolio of short-term fixed-income securities issued by Canadian corporations and governments. RBC PHN is traded on Toronto Stock Exchange in Canada.
RBC Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on RBC PHN. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of RBC PHN position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the RBC PHN's important profitability drivers and their relationship over time.
| Beta vs One Year Return | ||
| Five Year Return vs Three Year Return | ||
| Beta vs Net Asset | ||
| Last Dividend Paid vs Three Year Return | ||
| Beta vs Bond Positions Weight |
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Our tools can tell you how much better you can do entering a position in RBC PHN without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Portfolio AnalyzerPortfolio analysis module that provides access to portfolio diagnostics and optimization engine |
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Use Investing Themes to Complement your RBC PHN position
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Apparel
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Apparel theme has 50 constituents at this time.
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Other Information on Investing in RBC Etf
To fully project RBC PHN's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of RBC PHN Short at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include RBC PHN's income statement, its balance sheet, and the statement of cash flows.