ducovest

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

ETF | Preferred Share Fixed Income | Toronto Stock Exchange

Last Closing

CAD 21.46

Change

+0.12 (+0.56)%

Market Cap

CAD 7.38M

Volume

900.00

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 Preferred Share Fixed Income

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

-0.02 (-0.19%)

 CAD 1.40B
HPR:CA Global X Active Preferred Shar..

-0.02 (-0.17%)

 CAD 1.05B
CPD:CA iShares S&P/TSX Canadian Prefe..

-0.02 (-0.16%)

 CAD 1.01B
TPRF:CA TD Active Preferred Share ETF

+0.01 (+0.09%)

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

N/A

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

+0.09 (+0.39%)

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

+0.11 (+0.47%)

 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 ZUP:CA

ZMI:CA BMO Monthly Income 0.00 % 0.61 %

-0.02 (-0.12%)

 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 9.77% 19% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.77% 25% F 47% F
Trailing 12 Months  
Capital Gain 12.83% 19% F 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.83% 19% F 48% F
Trailing 5 Years  
Capital Gain -15.48% 13% F 20% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -15.48% 13% F 16% F
Average Annual (5 Year Horizon)  
Capital Gain -4.72% 13% F 12% F
Dividend Return -1.62% 13% F 19% F
Total Return 3.10% 40% F 72% C
Risk Return Profile  
Volatility (Standard Deviation) 9.14% 100% F 73% C
Risk Adjusted Return -17.72% 13% F 19% F
Market Capitalization 7.38M 23% F 23% 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.