INC.UN Stock Overview
Income Financial Trust is an open-ended equity mutual fund launched by Quadravest Inc.
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 0/6 |
| Past Performance | 3/6 |
| Financial Health | 6/6 |
| Dividends | 3/6 |
Income Financial Trust Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CA$7.46 |
| 52 Week High | CA$11.47 |
| 52 Week Low | CA$6.11 |
| Beta | 1.6 |
| 1 Month Change | -2.23% |
| 3 Month Change | 5.37% |
| 1 Year Change | -33.51% |
| 3 Year Change | -36.78% |
| 5 Year Change | -32.18% |
| Change since IPO | -70.16% |
Recent News & Updates
Recent updates
Shareholder Returns
| INC.UN | CA Capital Markets | CA Market | |
|---|---|---|---|
| 7D | -0.5% | -2.5% | -1.9% |
| 1Y | -33.5% | 18.7% | 3.7% |
Return vs Industry: INC.UN underperformed the Canadian Capital Markets industry which returned 19.5% over the past year.
Return vs Market: INC.UN underperformed the Canadian Market which returned 3.6% over the past year.
Price Volatility
| INC.UN volatility | |
|---|---|
| INC.UN Average Weekly Movement | 3.9% |
| Capital Markets Industry Average Movement | 4.8% |
| Market Average Movement | 9.1% |
| 10% most volatile stocks in CA Market | 18.3% |
| 10% least volatile stocks in CA Market | 3.1% |
Stable Share Price: INC.UN has not had significant price volatility in the past 3 months.
Volatility Over Time: INC.UN's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1999 | n/a | n/a | www.quadravest.com/#!inc-fund-features/c9co |
Income Financial Trust is an open-ended equity mutual fund launched by Quadravest Inc. The fund is managed by Quadravest Capital Management Inc. It invests in the public equity markets of North America. The fund seeks to invest in stocks of companies operating in the financial services sector. It invests in stocks of companies that are included in the Toronto Stock Exchange Financial Services Index, the Standard & Poor’s Financials Index or the Standard & Poor’s MidCap Financials Index.
Income Financial Trust Fundamentals Summary
| INC.UN fundamental statistics | |
|---|---|
| Market cap | CA$25.01m |
| Earnings (TTM) | CA$1.12m |
| Revenue (TTM) | CA$1.61m |
22.4x
P/E Ratio15.6x
P/S RatioIs INC.UN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| INC.UN income statement (TTM) | |
|---|---|
| Revenue | CA$1.61m |
| Cost of Revenue | CA$0 |
| Gross Profit | CA$1.61m |
| Other Expenses | CA$490.10k |
| Earnings | CA$1.12m |
Last Reported Earnings
Dec 31, 2023
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.33 |
| Gross Margin | 100.00% |
| Net Profit Margin | 69.53% |
| Debt/Equity Ratio | 0% |
How did INC.UN perform over the long term?
See historical performance and comparison