ducovest

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

ETF | Canadian Equity |

Last Closing

CAD 41.18

Change

-1.41 (-3.31)%

Market Cap

CAD 0.06B

Volume

1.10K

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: 2024-08-02 )

Largest Industry Peers for Canadian Equity

Symbol Name Price(Change) Market Cap
XIU:CA iShares S&P/TSX 60

N/A

 CAD 13.34B
XIC:CA iShares Core S&P/TSX Capped Co..

N/A

 CAD 12.96B
ZCN:CA BMO S&P/TSX Capped Composite

N/A

 CAD 8.07B
VCN:CA Vanguard FTSE Canada All Cap

N/A

 CAD 7.48B
HXT:CA Global X S&P/TSX 60™ Index ..

N/A

 CAD 3.87B
ZLB:CA BMO Low Volatility Canadian Eq..

N/A

 CAD 3.83B
VCE:CA Vanguard FTSE Canada

N/A

 CAD 1.88B
QCN:CA Mackenzie Canadian Equity Inde..

N/A

 CAD 1.50B
WXM:CA First Asset Morningstar Canada..

N/A

 CAD 0.57B
XESG:CA iShares ESG Aware MSCI Canada ..

N/A

 CAD 0.40B

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 3.65% 12% F 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.65% 8% B- 34% F
Trailing 12 Months  
Capital Gain 4.10% 4% F 34% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.10% 4% F 30% F
Trailing 5 Years  
Capital Gain 21.58% 8% B- 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 21.58% 8% B- 47% F
Average Annual (5 Year Horizon)  
Capital Gain 5.74% 8% B- 60% D-
Dividend Return 6.22% 8% B- 56% F
Total Return 0.48% 4% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 10.88% 96% N/A 69% C-
Risk Adjusted Return 57.15% 12% F 76% C+
Market Capitalization 0.06B 16% F 27% 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.