Hamilton U.S. Mid-Cap Financials ETF (HUM.TO)

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Hamilton U.S. Mid-Cap Financials ETF (HUM.TO) is up 4.0% since the beginning of the year. HUM.TO is currently trading at CA$38 per share. Investors who bought CA$1,000 worth of HUM.TO shares 5 years ago would now be looking at an investment worth CA$1,571.

Hamilton U.S. Mid-Cap Financials ETF (HUM.TO) has returned 4.01% so far this year and 7.60% over the past 12 months.

Based on dividend-adjusted daily data since Jun 25, 2018, HUM.TO's average daily return is +0.11%, while the average monthly return is +0.85%. At this rate, an investment would double in approximately 6.8 years.

Historically, 61% of months were positive and 39% were negative. The best month was Oct 2020 with a return of +31.5%, while the worst month was Mar 2020 at -25.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 3 months.

On a daily basis, HUM.TO closed higher 50% of trading days. The best single day was Aug 18, 2020 with a return of +34.0%, while the worst single day was Sep 18, 2020 at -25.5%.

Hamilton U.S. Mid-Cap Financials ETF has an annualized alpha of 19.25%, beta of 0.62, and R2 of 0.04 versus S&P 500 Index. Calculated based on daily prices since June 25, 2018.

• This ETF participated in 93.02% of S&P 500 Index downside but only 72.33% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.62 may look defensive, but with R2 of 0.04 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 0.04 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.

HUM.TO ranks 16 for risk / return — in the bottom 16% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

Hamilton U.S. Mid-Cap Financials ETF provided a 1.27% dividend yield over the last twelve months, with an annual payout of CA$0.48 per share.

The table displays the monthly dividend distributions for Hamilton U.S. Mid-Cap Financials 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 Hamilton U.S. Mid-Cap Financials 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 Hamilton U.S. Mid-Cap Financials ETF was 49.06%, occurring on Mar 23, 2020. Recovery took 208 trading sessions.

The current Hamilton U.S. Mid-Cap Financials ETF drawdown is 13.68%.

The chart below shows the rolling one-month volatility.