Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.27% 0.03% 114.09M 3499.90
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0% 12.25% -17.66M Upgrade

Basic Info

Investment Strategy
Horizons HXE seeks to replicate, to the extent possible, the performance of the S&P/TSX Capped Energy Index (Total Return), net of expenses. The S&P/TSX Capped Energy Index (Total Return) is designed to measure the performance of Canadian energy sector equity securities included in the S&P/TSX Composite Index. The relative weight of any single index constituent security is capped.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Value
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Energy Equity
Category Index Morningstar Gbl Oil&Gas EandP GR CAD
Global Category Name Energy Sector Equity
YCharts Categorization Energy Equity
YCharts Benchmark S&P 1500 Energy (Sector) Total Return (^SP15NRGSTR)
Prospectus Objective --
Fund Owner Firm Name Horizons ETFs Management (Canada) Inc
Prospectus Benchmark Index
S&P/TSX Capped Energy TR 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 10.55 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 23, 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
-12.23%
-26.98%
10.05%
-33.82%
81.48%
53.52%
3.95%
24.14%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
5.47%
-11.19%
-27.04%
9.01%
-34.48%
83.71%
53.37%
3.49%
23.88%
-25.98%
-51.58%
9.03%
-76.25%
202.1%
-1.89%
-5.38%
48.57%
-12.79%
-25.64%
16.50%
-28.36%
63.67%
39.63%
5.92%
16.77%
-18.49%
-30.99%
6.55%
-27.99%
80.52%
41.17%
5.72%
14.79%
As of April 23, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 0.00% Upgrade Upgrade
Stock 100.0% 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
Horizons HXE seeks to replicate, to the extent possible, the performance of the S&P/TSX Capped Energy Index (Total Return), net of expenses. The S&P/TSX Capped Energy Index (Total Return) is designed to measure the performance of Canadian energy sector equity securities included in the S&P/TSX Composite Index. The relative weight of any single index constituent security is capped.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Value
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Energy Equity
Category Index Morningstar Gbl Oil&Gas EandP GR CAD
Global Category Name Energy Sector Equity
YCharts Categorization Energy Equity
YCharts Benchmark S&P 1500 Energy (Sector) Total Return (^SP15NRGSTR)
Prospectus Objective --
Fund Owner Firm Name Horizons ETFs Management (Canada) Inc
Prospectus Benchmark Index
S&P/TSX Capped Energy TR 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 10.55 yrs

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