ZFS:CA:TSX-BMO Short Federal Bond (CAD)

ETF | Canadian Short Term Fixed Income |

Last Closing

CAD 13.86

Change

+0.01 (+0.04)%

Market Cap

CAD 0.41B

Volume

5.17K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Canadian Short Term Fixed Income

Symbol Name Price(Change) Market Cap
ZCS:CA BMO Short Corporate Bond Index..

N/A

CAD 2.86B
ZST:CA BMO Ultra Short-Term Bond

+0.01 (+0.02%)

CAD 2.74B
XSB:CA iShares Canadian Short Term Bo..

N/A

CAD 2.29B
XSH:CA iShares Core Canadian Short Te..

-0.01 (-0.03%)

CAD 1.35B
VSB:CA Vanguard Canadian Short Term B..

N/A

CAD 1.21B
VSC:CA Vanguard Canadian Short-Term C..

N/A

CAD 0.91B
XFR:CA iShares Floating Rate

N/A

CAD 0.77B
CBO:CA iShares 1-5 Year Laddered Corp..

+0.02 (+0.08%)

CAD 0.70B
CLF:CA iShares 1-5 Year Laddered Gove..

-0.01 (-0.06%)

CAD 0.53B
PFL:CA Invesco 1-3 Year Laddered Floa..

+0.01 (+0.05%)

CAD 0.48B

ETFs Containing ZFS:CA

ZAG:CA BMO Aggregate Bond 0.00 % 0.09 %

-0.03 (-0.21%)

CAD 10.21B

Market Performance

  Market Performance vs. Industry/Classification (Canadian Short Term Fixed Income) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.67% 47% F 27% F
Dividend Return 1.21% 15% F 35% F
Total Return 3.87% 40% F 28% F
Trailing 12 Months  
Capital Gain 5.80% 47% F 30% F
Dividend Return 1.92% 19% F 37% F
Total Return 7.72% 40% F 31% F
Trailing 5 Years  
Capital Gain -2.94% 33% F 34% F
Dividend Return 6.07% 17% F 20% F
Total Return 3.13% 33% F 30% F
Average Annual (5 Year Horizon)  
Capital Gain -1.76% 17% F 26% F
Dividend Return -0.51% 17% F 23% F
Total Return 1.24% 20% F 42% F
Risk Return Profile  
Volatility (Standard Deviation) 3.02% 83% B 95% A
Risk Adjusted Return -17.04% 13% F 19% F
Market Capitalization 0.41B 67% D+ 56% 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.