Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.63% 0.57% 26.63M 2620.10
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.46% 73.42% -8.627M Upgrade

Basic Info

Investment Strategy
CARS seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of the Solactive Future Cars Index Canadian Dollar Hedged, or any successor thereto. CARS invests primarily in equity securities of companies that are directly or indirectly involved in developing electric drivetrains, autonomous driving or network connected services for automobiles.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Sector Equity
Category Index Morningstar Gbl GR CAD
Global Category Name Technology Sector Equity
YCharts Categorization Technology Equity
YCharts Benchmark S&P 1500 Information Technology (Sector) Total Return (^SP15IFTSTR)
Prospectus Objective --
Fund Owner Firm Name Evolve Funds Group Inc
Prospectus Benchmark Index
Solactive Future Cars Hdg PR CAD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 6.52 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 17, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
-20.40%
52.28%
97.73%
4.23%
-49.73%
-5.33%
-22.40%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
3.53%
15.22%
-8.44%
29.30%
7.71%
27.10%
-11.35%
21.45%
11.52%
25.34%
-2.86%
26.00%
21.65%
15.42%
-15.64%
-1.74%
-2.92%
--
-4.67%
20.30%
27.23%
15.00%
-13.61%
-11.83%
6.61%
--
--
--
17.53%
16.84%
-9.75%
-2.08%
2.56%
As of April 17, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 0.53% Upgrade Upgrade
Stock 99.47% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
CARS seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of the Solactive Future Cars Index Canadian Dollar Hedged, or any successor thereto. CARS invests primarily in equity securities of companies that are directly or indirectly involved in developing electric drivetrains, autonomous driving or network connected services for automobiles.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Sector Equity
Category Index Morningstar Gbl GR CAD
Global Category Name Technology Sector Equity
YCharts Categorization Technology Equity
YCharts Benchmark S&P 1500 Information Technology (Sector) Total Return (^SP15IFTSTR)
Prospectus Objective --
Fund Owner Firm Name Evolve Funds Group Inc
Prospectus Benchmark Index
Solactive Future Cars Hdg PR CAD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 6.52 yrs

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