ducovest

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

ETF | Canadian Equity |

Last Closing

CAD 41.91

Change

0.00 (0.00)%

Market Cap

CAD 0.06B

Volume

712.00

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: 2024-09-12 )

Largest Industry Peers for Canadian Equity

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

-0.09 (-0.25%)

 CAD 13.13B
XIC:CA iShares Core S&P/TSX Capped Co..

-0.04 (-0.11%)

 CAD 12.59B
ZCN:CA BMO S&P/TSX Capped Composite

-0.04 (-0.13%)

 CAD 7.85B
VCN:CA Vanguard FTSE Canada All Cap

-0.09 (-0.18%)

 CAD 7.42B
HXT:CA Global X S&P/TSX 60™ Index ..

-0.14 (-0.23%)

 CAD 3.84B
ZLB:CA BMO Low Volatility Canadian Eq..

-0.37 (-0.76%)

 CAD 3.83B
VCE:CA Vanguard FTSE Canada

-0.14 (-0.27%)

 CAD 1.87B
QCN:CA Mackenzie Canadian Equity Inde..

+0.52 (+0.36%)

 CAD 1.55B
WXM:CA First Asset Morningstar Canada..

-0.07 (-0.24%)

 CAD 0.55B
XESG:CA iShares ESG Aware MSCI Canada ..

+0.01 (+0.03%)

 CAD 0.42B

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 5.49% 3% F 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.49% 3% F 36% F
Trailing 12 Months  
Capital Gain 4.38% 3% F 28% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.38% 3% F 26% F
Trailing 5 Years  
Capital Gain 22.29% 7% C- 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 22.29% 3% F 47% F
Average Annual (5 Year Horizon)  
Capital Gain 5.93% 7% C- 59% D-
Dividend Return 6.41% 7% C- 56% F
Total Return 0.48% 4% F 28% F
Risk Return Profile  
Volatility (Standard Deviation) 10.78% 93% A 68% D+
Risk Adjusted Return 59.49% 13% F 77% C+
Market Capitalization 0.06B 21% 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.