Evolve Innovation Index Fund (EDGE.TO)
ETF Info
| ISIN | CA30052W1032 |
|---|---|
| CUSIP | 30052W103 |
Share Price Chart
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Popular comparisons: EDGE.TO vs. FSELX, EDGE.TO vs. SCHD
Performance
Performance Chart
The chart shows the growth of an initial investment of CA$10,000 in Evolve Innovation Index Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Evolve Innovation Index Fund had a return of 7.35% year-to-date (YTD) and 21.56% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.35% | 11.05% |
| 1 month | 4.61% | 4.86% |
| 6 months | 16.35% | 17.50% |
| 1 year | 21.56% | 27.37% |
| 5 years (annualized) | 11.53% | 13.14% |
| 10 years (annualized) | N/A | 10.90% |
Monthly Returns
The table below presents the monthly returns of EDGE.TO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.49% | 5.17% | 1.18% | -5.88% | 7.35% | ||||||||
| 2023 | 10.15% | -1.71% | 4.57% | -3.12% | 3.84% | 3.91% | 5.34% | -5.01% | -4.81% | -6.07% | 12.26% | 5.71% | 25.65% |
| 2022 | -11.33% | -2.13% | 1.91% | -10.62% | -1.10% | -8.49% | 8.99% | -4.12% | -10.78% | 5.01% | 2.95% | -8.04% | -33.70% |
| 2021 | 0.92% | 4.19% | 1.61% | 0.86% | -0.23% | 4.62% | -0.92% | 2.09% | -5.06% | 5.83% | -1.32% | -0.28% | 12.49% |
| 2020 | 0.61% | -6.74% | -10.03% | 13.39% | 7.63% | 5.34% | 9.13% | 6.83% | 1.32% | -1.56% | 15.44% | 6.64% | 55.36% |
| 2019 | 13.06% | 5.49% | 0.12% | 6.03% | -7.84% | 3.71% | 4.03% | -4.06% | -0.70% | 1.99% | 7.83% | 1.34% | 33.67% |
| 2018 | 814,824.00% | -0.81% | 0.74% | 5.04% | -1.19% | -14.89% | 1.49% | -5.97% | 686,360.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EDGE.TO is 52, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
EDGE.TO (Evolve Innovation Index Fund)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Evolve Innovation Index Fund (EDGE.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Evolve Innovation Index Fund granted a 0.06% dividend yield in the last twelve months. The annual payout for that period amounted to CA$0.02 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|
| Dividend | CA$0.02 | CA$0.02 | CA$0.02 | CA$0.03 | CA$0.02 | CA$0.02 | CA$0.02 |
Dividend yield | 0.06% | 0.06% | 0.08% | 0.08% | 0.06% | 0.09% | 0.09% |
Monthly Dividends
The table displays the monthly dividend distributions for Evolve Innovation Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | CA$0.00 | CA$0.00 | CA$0.01 | CA$0.00 | CA$0.00 | CA$0.01 | |||||||
| 2023 | CA$0.00 | CA$0.00 | CA$0.01 | CA$0.00 | CA$0.00 | CA$0.01 | CA$0.00 | CA$0.00 | CA$0.01 | CA$0.00 | CA$0.00 | CA$0.01 | CA$0.02 |
| 2022 | CA$0.00 | CA$0.00 | CA$0.01 | CA$0.00 | CA$0.00 | CA$0.01 | CA$0.00 | CA$0.00 | CA$0.01 | CA$0.00 | CA$0.00 | CA$0.01 | CA$0.02 |
| 2021 | CA$0.00 | CA$0.00 | CA$0.01 | CA$0.00 | CA$0.00 | CA$0.01 | CA$0.00 | CA$0.00 | CA$0.01 | CA$0.00 | CA$0.00 | CA$0.02 | CA$0.03 |
| 2020 | CA$0.00 | CA$0.00 | CA$0.01 | CA$0.00 | CA$0.00 | CA$0.01 | CA$0.00 | CA$0.00 | CA$0.01 | CA$0.00 | CA$0.00 | CA$0.01 | CA$0.02 |
| 2019 | CA$0.00 | CA$0.00 | CA$0.01 | CA$0.00 | CA$0.00 | CA$0.01 | CA$0.00 | CA$0.00 | CA$0.01 | CA$0.00 | CA$0.00 | CA$0.01 | CA$0.02 |
| 2018 | CA$0.01 | CA$0.00 | CA$0.00 | CA$0.01 | CA$0.00 | CA$0.00 | CA$0.01 | CA$0.02 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Evolve Innovation Index Fund. 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 Evolve Innovation Index Fund was 39.85%, occurring on Dec 28, 2022. The portfolio has not yet recovered.
The current Evolve Innovation Index Fund drawdown is 16.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.85% | Nov 17, 2021 | 279 | Dec 28, 2022 | — | — | — |
| -35.23% | Feb 20, 2020 | 20 | Mar 18, 2020 | 65 | Jun 19, 2020 | 85 |
| -23.24% | Jul 19, 2018 | 111 | Dec 27, 2018 | 81 | Apr 24, 2019 | 192 |
| -13.21% | Feb 18, 2021 | 13 | Mar 8, 2021 | 124 | Sep 2, 2021 | 137 |
| -12.94% | May 7, 2019 | 19 | Jun 3, 2019 | 121 | Nov 25, 2019 | 140 |
Volatility
Volatility Chart
The current Evolve Innovation Index Fund volatility is 4.95%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.