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

ETF | Others |

Last Closing

CAD 19.61

Change

0.00 (0.00)%

Market Cap

N/A

Volume

1.08K

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: 2024-07-19 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
XEF-U:CA iShares Core MSCI EAFE IMI Ind..

N/A

CAD 6.19B
CASH:CA GLOBAL X HIGH INTEREST SAVINGS..

+0.01 (+0.01%)

CAD 5.19B
PHYS-U:CA Sprott Physical Gold Trust

+0.12 (+0.62%)

CAD 4.76B
XUS-U:CA iShares Core S&P 500 Index ETF

+0.06 (+0.17%)

CAD 4.54B
XEQT:CA iShares Core Equity Portfolio

-0.12 (-0.38%)

CAD 4.53B
HXT-U:CA Horizons S&P/TSX 60 Index ETF

-0.21 (-0.47%)

CAD 3.92B
CEF-U:CA Sprott Physical Gold and Silve..

+0.15 (+0.66%)

CAD 3.78B
PSLV-U:CA Sprott Physical Silver Trust

-0.15 (-1.55%)

CAD 3.29B
NSCB:CA NBI Sustainable Canadian Bond ..

N/A

CAD 2.78B
NUBF:CA NBI Unconstrained Fixed Income..

N/A

CAD 2.52B

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 2.67% 31% F 34% F
Dividend Return 0.42% 34% F 13% F
Total Return 3.09% 31% F 31% F
Trailing 12 Months  
Capital Gain 6.58% 42% F 48% F
Dividend Return 0.43% 31% F 10% F
Total Return 7.01% 40% F 41% F
Trailing 5 Years  
Capital Gain -20.90% 5% F 20% F
Dividend Return 0.98% 35% F 4% F
Total Return -19.92% 5% F 17% F
Average Annual (5 Year Horizon)  
Capital Gain -5.02% 6% D- 13% F
Dividend Return -4.83% 6% D- 11% F
Total Return 0.19% 73% C 20% F
Risk Return Profile  
Volatility (Standard Deviation) 11.66% 39% F 65% D
Risk Adjusted Return -41.43% 18% 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:

There is nothing we particularly like

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.