Income Financial Trust

Income Financial Trustverified

INC-UN.TO

Price:

$8.59

Market Cap:

$27.44M

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 was formed on January 27, 1999 and is domiciled in Canada.

Industry

Asset Management - Income

IPO Date

2003-10-09

Stock Exchange

TSX

Ticker

INC-UN.TO

The ROE as of July 2025 (TTM) for Income Financial Trust (INC-UN.TO) is 44.15%

According to Income Financial Trust’s latest financial reports and current stock price. The company's current ROE is 44.15%. This represents a change of 803.04% compared to the average of 4.89% of the last 4 quarters.

Income Financial Trust (INC-UN.TO) Historical ROE (quarterly & annually)

How has INC-UN.TO ROE performed in the past?

The mean historical ROE of Income Financial Trust over the last ten years is 4.12%. The current 44.15% ROE has changed 970.66% with respect to the historical average. Over the past ten years (40 quarters), INC-UN.TO's ROE was at its highest in in the June 2020 quarter at 16.46%. The ROE was at its lowest in in the March 2020 quarter at -14.08%.

Quarterly (TTM)
Annual

Average

4.12%

Median

4.99%

Minimum

-21.09%

Maximum

19.88%

Income Financial Trust (INC-UN.TO) ROE by Quarter and Year

Discovering the peaks and valleys of Income Financial Trust ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 281.54%

Maximum Annual ROE = 19.88%

Minimum Annual Increase = -349.59%

Minimum Annual ROE = -21.09%

Quarterly (TTM)
Annual
YearROEChange
20240%-100.00%
20234.79%-178.90%
2022-6.07%-130.54%
202119.88%-319.62%
2020-9.05%-146.72%
201919.38%-191.85%
2018-21.09%-349.59%
20178.45%-57.27%
201619.78%281.54%
20155.18%-49.63%

Income Financial Trust (INC-UN.TO) Average ROE

How has INC-UN.TO ROE performed in the past?

The current ROE of Income Financial Trust (INC-UN.TO) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

-0.43%

5-year avg

1.91%

10-year avg

4.12%

Income Financial Trust (INC-UN.TO) ROE vs. Peers

How is INC-UN.TO’s ROE compared to its peers?

Income Financial Trust’s ROE is less than Dividend Select 15 Corp. (21.47%), less than Global Dividend Growth Split Corp. (36.34%), less than Brompton Split Banc Corp. (48.91%), less than Real Estate Split Corp. (5.20%), less than Life & Banc Split Corp. (43.21%),

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