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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.40% 2.65% 1.662M --
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.91% 34.44% -2.182M

Basic Info

Investment Strategy
The Canadian Family Business ETF's investment objective is to generate long-term capital growth by replicating, to the extent reasonably possible and before fees and expenses, the performance of a Canadian equity index that measures the investment return of family-owned Canadian companies that are publicly listed. Currently, the Canadian Family Business ETF tracks the performance of the NBC Canadian Family Index (or any successor thereto).
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Canada
Peer Group Canadian Equity
Global Macro Equity North America
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name NATIONAL BANK INVESTMENTS
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
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15%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
2024 *
--
--
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14.21%
26.93%
-14.74%
9.61%
29.01%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
25.50%
7.16%
-7.34%
23.76%
-1.47%
25.99%
-1.46%
11.17%
24.20%
As of December 06, 2024. *Indicates data for the year is incomplete.

Asset Allocation

As of October 31, 2024.
Type % Net
Cash 0.00%
Stock 100.0%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The Canadian Family Business ETF's investment objective is to generate long-term capital growth by replicating, to the extent reasonably possible and before fees and expenses, the performance of a Canadian equity index that measures the investment return of family-owned Canadian companies that are publicly listed. Currently, the Canadian Family Business ETF tracks the performance of the NBC Canadian Family Index (or any successor thereto).
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Canada
Peer Group Canadian Equity
Global Macro Equity North America
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name NATIONAL BANK INVESTMENTS
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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