Evolve Future Leadership Hedged (LEAD.TO) ETF Analysis

Fund Overview

Evolve Future Leadership Hedged (LEAD.TO) is an exchange-traded fund. Total net assets stand at CA$12.95M. The expense ratio is 0.75%. On a CA$10,000 position that is CA$75.00 a year. The fund is issued by Evolve Funds Group Inc. The inception date on file is September 10, 2020.

The largest positions on file are Zscaler Inc (ZS), Evolve Global Healthcare Enh Yld ETF Hdg (LIFE.TO), and Circle Internet Group Inc Ordinary Shares - Class A (CRCL). Zscaler Inc alone accounts for 3.71% of the portfolio. The ten largest positions together make up 31.97% of the fund.

Performance Analysis

The most recent close on file for LEAD.TO is CA$21.97, dated September 4, 2026. Over the trailing twelve months the price has returned +4.76%. Across 5 years the annualized return works out at +6.35%. The fund distributes at a trailing yield of 12.21%.

2026 is still running; the price is +2.67% year to date. The strongest complete calendar year on file is 2024 at +38.22%; the weakest is 2022 at −34.79%. Of the 5 complete calendar years on file, 4 finished higher.

Price & Risk Profile

The 52-week range on file runs from CA$18.40 to CA$24.98. The latest close sits 19.4% above that 52-week low. Daily returns over the trailing 6 years annualize to a volatility of 20.99%. The reported beta is 1.25. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.