ducovest

ZFC:CA:TSX-BMO SIA Focused Canadian Equity Fund ETF Series (CAD)

ETF | Canadian Equity |

Last Closing

CAD 42.66

Change

0.00 (0.00)%

Market Cap

CAD 0.06B

Volume

400.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-21 )

Largest Industry Peers for Canadian Equity

Symbol Name Price(Change) Market Cap
XIC:CA iShares Core S&P/TSX Capped Co..

-0.03 (-0.09%)

 CAD 11.91B
XIU:CA iShares S&P/TSX 60

-0.02 (-0.06%)

 CAD 11.81B
ZCN:CA BMO S&P/TSX Capped Composite

-0.01 (-0.03%)

 CAD 7.50B
VCN:CA Vanguard FTSE Canada All Cap

-0.38 (-0.86%)

 CAD 6.67B
HXT:CA Global X S&P/TSX 60™ Index ..

-0.01 (-0.02%)

 CAD 3.66B
ZLB:CA BMO Low Volatility Canadian Eq..

+0.05 (+0.12%)

 CAD 3.47B
VCE:CA Vanguard FTSE Canada

-0.50 (-1.06%)

 CAD 1.70B
QCN:CA Mackenzie Canadian Equity Inde..

-0.48 (-0.36%)

 CAD 1.39B
WXM:CA First Asset Morningstar Canada..

+0.02 (+0.08%)

 CAD 0.54B
MKC:CA Mackenzie Maximum Diversificat..

-0.01 (-0.03%)

 CAD 0.43B

ETFs Containing ZFC:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Canadian Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.37% 44% F 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.37% 37% F 51% F
Trailing 12 Months  
Capital Gain 8.77% 19% F 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.77% 15% F 49% F
Trailing 5 Years  
Capital Gain 28.61% 11% F 56% F
Dividend Return 1.91% 4% F 9% A-
Total Return 30.52% 7% C- 52% F
Average Annual (5 Year Horizon)  
Capital Gain 4.94% 7% C- 60% D-
Dividend Return 5.43% 7% C- 57% F
Total Return 0.48% 4% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 11.32% 96% N/A 66% D+
Risk Adjusted Return 47.92% 11% F 72% C
Market Capitalization 0.06B 18% F 29% F

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.