Dynamic Active U.S. Mid-Cap ETF (DXZ.TO)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Dynamic Active U.S. Mid-Cap ETF (DXZ.TO) is up 9.6% since the beginning of the year. DXZ.TO is currently trading at CA$14 per share. Investors who bought CA$1,000 worth of DXZ.TO shares 5 years ago would now be looking at an investment worth CA$1,249.

Dynamic Active U.S. Mid-Cap ETF (DXZ.TO) has returned 9.64% so far this year and 7.80% over the past 12 months.

Based on dividend-adjusted daily data since Sep 27, 2017, DXZ.TO's average daily return is +0.04%, while the average monthly return is +0.78%. At this rate, an investment would double in approximately 7.4 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +18.3%, while the worst month was Mar 2020 at -14.8%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, DXZ.TO closed higher 37% of trading days. The best single day was Mar 26, 2020 with a return of +8.0%, while the worst single day was Mar 18, 2020 at -14.3%.

Dynamic Active U.S. Mid-Cap ETF has an annualized alpha of 8.22%, beta of 0.26, and R2 of 0.06 versus S&P 500 Index. Calculated based on daily prices since September 27, 2017.

• This ETF participated in 78.49% of S&P 500 Index downside but only 71.68% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.26 may look defensive, but with R2 of 0.06 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R2 of 0.06 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

DXZ.TO ranks 20 for risk / return — below 20% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

Dynamic Active U.S. Mid-Cap ETF provided a 0.29% dividend yield over the last twelve months, with an annual payout of CA$0.04 per share.

The table displays the monthly dividend distributions for Dynamic Active U.S. Mid-Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Dynamic Active U.S. Mid-Cap ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Dynamic Active U.S. Mid-Cap ETF was 27.44%, occurring on Mar 18, 2020. Recovery took 144 trading sessions.

The current Dynamic Active U.S. Mid-Cap ETF drawdown is 3.46%.

The chart below shows the rolling one-month volatility.