ZUP-U:CA:TSX-BMO US Preferred Share Index ETF (USD)

ETF | Others |

Last Closing

CAD 19.65

Change

+0.20 (+1.03)%

Market Cap

N/A

Volume

500.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-25 )

Largest Industry Peers for Others

ETFs Containing ZUP-U:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.88% 40% F 44% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.88% 38% F 38% F
Trailing 12 Months  
Capital Gain 8.09% 48% F 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.09% 46% F 45% F
Trailing 5 Years  
Capital Gain -19.53% 4% F 21% F
Dividend Return 0.67% 29% F 4% F
Total Return -18.87% 4% F 18% F
Average Annual (5 Year Horizon)  
Capital Gain -5.26% 6% D- 13% F
Dividend Return -5.07% 6% D- 11% F
Total Return 0.18% 77% C+ 19% F
Risk Return Profile  
Volatility (Standard Deviation) 11.51% 39% F 66% D+
Risk Adjusted Return -44.07% 19% F 12% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.