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Evolve Future Leadership Hedged (LEAD.TO) ETF Analysis

LEAD.TO

Expense ratio 0.75% Yield 11.47% Assets CA$12.94M Since September 10, 2020 Family Evolve Funds Group Inc

Last Updated: October 20, 2026

CA$21.83

+CA$0.15 (+0.69%)

October 20, 2026 · Market close

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Price History

Hover for the daily close. The dotted line marks the period open.

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LEAD.TO Annualized Returns

With dividends reinvested · as of October 20, 2026

Period	Total return	Annualized	CA$100 becomes	CA$300 becomes
1 year	+1.24%	+1.24%	CA$101.24	CA$303.73
3 years	+86.28%	+23.04%	CA$186.28	CA$558.84
5 years	+37.66%	+6.60%	CA$137.66	CA$412.98
Since September 14, 2020	+76.88%	+9.80%	CA$176.88	CA$530.63

Returns are total returns computed from daily closes, with dividends reinvested. As of October 20, 2026.

LEAD.TO Return by Calendar Year

2020 and 2026 are partial years

−34.79%+38.22%+3.97%

2020*202120222023202420252026*

View as table ↓View as chart ↑

Year	Return
2026 (partial year)	+3.97%
2025	+12.13%
2024	+38.22%
2023	+34.97%
2022	−34.79%
2021	+15.53%
2020 (partial year)	+7.95%

LEAD.TO Monthly Returns

−14%+14%

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2026	−6.3	−4.2	−8.0	+10.8	+7.2	−1.3	−0.8	+8.2	+1.1	−0.9	—	—
2025	+6.3	−6.4	−5.7	+3.9	+3.6	+9.1	−0.2	−0.5	+3.3	+3.7	−5.1	+0.7
2024	+3.7	+5.7	+5.9	−5.4	+3.4	+5.8	−2.1	+1.6	+2.6	+3.7	+13.2	−4.0
2023	+7.4	+0.7	+1.3	−0.4	+4.0	+3.1	+5.1	−2.6	−3.6	−0.5	+11.5	+5.5
2022	−13.0	−4.1	+2.9	−12.1	−1.6	−8.7	+10.4	−4.9	−6.3	+3.7	−2.8	−3.1
2021	+0.8	+0.7	−2.4	+7.9	+0.2	+5.3	+0.9	+4.3	−4.3	+5.9	−2.7	−1.3
2020	—	—	—	—	—	—	—	—	—	−4.1	+6.7	+4.8

Monthly total returns with dividends reinvested; each cell prints its signed value.

LEAD.TO Volatility & Risk

Volatility: 6 yrs · Beta: 3 yrs

Annualized volatility: 21.08%
Beta (3y): 1.28
Best year: +38.22%
Worst year: −34.79%

Volatility is the annualized standard deviation of daily returns. As of October 20, 2026.

Top Holdings

#	Symbol	Name	Weight
1	MSTR	Strategy Inc Class A	4.66%
2	ZS	Zscaler Inc	4.44%
3	CRCL	Circle Internet Group Inc Ordinary Shares - Class A	3.86%
4	CRWD	CrowdStrike Holdings Inc Class A	3.59%
5	AMD	Advanced Micro Devices Inc	3.38%
6	COIN	Coinbase Global Inc Ordinary Shares - Class A	3.36%
7	SPCX	Space Exploration Technologies Corp Class A	3.31%
8	MSFT	Microsoft Corp	3.19%
9	ISRG	Intuitive Surgical Inc	3.17%
10	TSM	Taiwan Semiconductor Manufacturing Co Ltd ADR	3.12%

Analysis

Data-derived

Fund Overview

Evolve Future Leadership Hedged (LEAD.TO) is an exchange-traded fund. Total net assets stand at CA$12.94M. 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 Strategy Inc Class A (MSTR), Zscaler Inc (ZS), and Circle Internet Group Inc Ordinary Shares - Class A (CRCL). Strategy Inc Class A alone accounts for 4.66% of the portfolio. The ten largest positions together make up 36.09% of the fund.

Performance Analysis

The most recent close on file for LEAD.TO is CA$21.83, dated October 20, 2026. Over the trailing twelve months the total return is +1.24%. Across 5 years the annualized return works out at +6.60%. The fund distributes at a trailing yield of 11.47%.

2026 is still running; the total return is +3.97% 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 18.64% above that 52-week low. Daily returns over the trailing 6 years annualize to a volatility of 21.08%. The reported beta is 1.28. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.

Every figure above is read from this page's own data on each daily rebuild. Informational only, not financial advice. As of October 20, 2026.

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