Purpose Total Return Etf Performance

PBD Etf  CAD 16.55  0.05  0.30%   
The etf holds a Beta of 0.0989, which implies not very significant fluctuations relative to the market. As returns on the market increase, Purpose Total's returns are expected to increase less than the market. However, during the bear market, the loss of holding Purpose Total is expected to be smaller as well.

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Purpose Total Return are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy fundamental indicators, Purpose Total is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
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Purpose Total Relative Risk vs. Return Landscape

If you would invest  1,646  in Purpose Total Return on November 1, 2025 and sell it today you would earn a total of  9.00  from holding Purpose Total Return or generate 0.55% return on investment over 90 days. Purpose Total Return is generating 0.0092% of daily returns assuming 0.2206% volatility of returns over the 90 days investment horizon. Simply put, 1% of all etfs have less volatile historical return distribution than Purpose Total, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days trading horizon Purpose Total is expected to generate 6.83 times less return on investment than the market. But when comparing it to its historical volatility, the company is 3.41 times less risky than the market. It trades about 0.04 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.08 of returns per unit of risk over similar time horizon.
Below is the normalized historical share price chart for Purpose Total Return extending back to September 04, 2013. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Purpose Total stands at 16.55, as last reported on the 30th of January, with the highest price reaching 16.55 and the lowest price hitting 16.55 during the day.
3 y Volatility
4.34
200 Day MA
16.6125
1 y Volatility
2.29
50 Day MA
16.5936
Inception Date
2013-09-04
 
Yuan Drop
 
Covid
 
Interest Hikes

Purpose Total Target Price Odds to finish over Current Price

The tendency of Purpose Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 16.55 90 days 16.55 
about 12.43
Based on a normal probability distribution, the odds of Purpose Total to move above the current price in 90 days from now is about 12.43 (This Purpose Total Return probability density function shows the probability of Purpose Etf to fall within a particular range of prices over 90 days) .
Assuming the 90 days trading horizon Purpose Total has a beta of 0.0989 indicating as returns on the market go up, Purpose Total average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Purpose Total Return will be expected to be much smaller as well. Additionally Purpose Total Return has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.
   Purpose Total Price Density   
       Price  

Predictive Modules for Purpose Total

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Purpose Total Return. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
16.3316.5516.77
Details
Intrinsic
Valuation
LowRealHigh
16.3116.5316.75
Details
Naive
Forecast
LowNextHigh
16.2816.5016.72
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
16.4816.5316.58
Details

Purpose Total Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Purpose Total is not an exception. The market had few large corrections towards the Purpose Total's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Purpose Total Return, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Purpose Total within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
-0.01
β
Beta against Dow Jones0.1
σ
Overall volatility
0.05
Ir
Information ratio -0.27

Purpose Total Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Purpose Total for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Purpose Total Return can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Latest headline from news.google.com: Behavioral Patterns of PBD and Institutional Flows - Stock Traders Daily
The fund maintains about 71.25% of its assets in bonds

Purpose Total Fundamentals Growth

Purpose Etf prices reflect investors' perceptions of the future prospects and financial health of Purpose Total, and Purpose Total fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Purpose Etf performance.

About Purpose Total Performance

By examining Purpose Total's fundamental ratios, stakeholders can obtain critical insights into Purpose Total's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Purpose Total is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The Purpose Total Return Bond Fund seeks to achieve a positive total return in diverse market environments over time by tactically allocating its assets among a broad range of fixed income securities, including government debt, investment grade corporate debt and high yield debt. PURPOSE TOTAL is traded on Toronto Stock Exchange in Canada.
Latest headline from news.google.com: Behavioral Patterns of PBD and Institutional Flows - Stock Traders Daily
The fund maintains about 71.25% of its assets in bonds

Other Information on Investing in Purpose Etf

Purpose Total financial ratios help investors to determine whether Purpose Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Purpose with respect to the benefits of owning Purpose Total security.