ducovest

ZHP:CA:TSX-BMO US Preferred Share Hedged to CAD Index ETF (CAD)

ETF | Preferred Share Fixed Income | Toronto Stock Exchange

Last Closing

CAD 18.13

Change

0.00 (0.00)%

Market Cap

CAD 2.27M

Volume

700.00

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: 2024-08-03 )

Largest Industry Peers for Preferred Share Fixed Income

Symbol Name Price(Change) Market Cap
ZPR:CA BMO Laddered Preferred Share

N/A

 CAD 1.41B
HPR:CA Global X Active Preferred Shar..

N/A

 CAD 1.06B
CPD:CA iShares S&P/TSX Canadian Prefe..

N/A

 CAD 1.01B
TPRF:CA TD Active Preferred Share ETF

N/A

 CAD 0.31B
XPF:CA iShares S&P/TSX North American..

N/A

 CAD 0.20B
BPRF:CA Brompton Flaherty & Crumrine I..

N/A

 CAD 0.16B
NPRF:CA NBI Active Canadian Preferred ..

N/A

 CAD 0.15B
PR:CA Lysander-Slater Preferred Shar..

N/A

 CAD 0.08B
FPR:CA CI Preferred Share ETF

N/A

 CAD 0.06B
DIVS:CA Evolve Active Canadian Preferr..

N/A

 CAD 0.05B

ETFs Containing ZHP:CA

ZMI:CA BMO Monthly Income 0.00 % 0.61 %

N/A

 CAD 0.13B

Market Performance

  Market Performance vs. Industry/Classification (Preferred Share Fixed Income) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.12% 8% B- 27% F
Dividend Return -35.82% 10% F N/A F
Total Return -34.71% 8% B- 3% F
Trailing 12 Months  
Capital Gain 4.62% 8% B- 37% F
Dividend Return -35.25% 10% F N/A F
Total Return -30.63% 8% B- 8% B-
Trailing 5 Years  
Capital Gain -25.18% 8% B- 17% F
Dividend Return -12.17% 10% F N/A F
Total Return -37.34% 8% B- 12% F
Average Annual (5 Year Horizon)  
Capital Gain -5.89% 8% B- 11% F
Dividend Return -1.97% 8% B- 19% F
Total Return 3.92% 45% F 82% B
Risk Return Profile  
Volatility (Standard Deviation) 11.54% 92% A 67% D+
Risk Adjusted Return -17.08% 8% B- 21% F
Market Capitalization 2.27M 11% F 12% 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.

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.

Negative earnings

The company had negative total earnings in the most recent four quarters.