ZLH:CA:TSX-BMO Low Volatility US Equity Hedged to CAD ETF (CAD)

ETF | US Equity |

Last Closing

CAD 35.78

Change

-0.07 (-0.20)%

Market Cap

N/A

Volume

799.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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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 US Equity

Symbol Name Price(Change) Market Cap
VFV:CA Vanguard S&P 500 Index ETF

-0.19 (-0.14%)

CAD 16.35B
ZSP:CA BMO S&P 500

-0.07 (-0.08%)

CAD 15.56B
XSP:CA iShares Core S&P 500 (CAD Hedg..

-0.18 (-0.31%)

CAD 10.26B
VUN:CA Vanguard US Total Market

-0.05 (-0.05%)

CAD 9.10B
XUS:CA iShares Core S&P 500 Index ETF

-0.06 (-0.13%)

CAD 7.07B
HXS:CA Global X S&P 500 Corporate Cla..

-0.10 (-0.13%)

CAD 3.88B
VSP:CA Vanguard S&P 500 CAD hedged

-0.25 (-0.27%)

CAD 3.35B
QUU:CA Mackenzie US Large Cap Equity ..

-0.52 (-0.24%)

CAD 3.20B
XUU:CA iShares Core S&P US Total Mark..

+0.03 (+0.05%)

CAD 2.96B
XQQ:CA iShares NASDAQ 100 (CAD Hedged..

-0.21 (-0.43%)

CAD 2.85B

ETFs Containing ZLH:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.12% 32% F 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.12% 25% F 62% D
Trailing 12 Months  
Capital Gain 15.20% 19% F 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.20% 10% F 49% F
Trailing 5 Years  
Capital Gain 31.11% 23% F 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 31.11% 12% F 53% F
Average Annual (5 Year Horizon)  
Capital Gain 5.23% 14% F 57% F
Dividend Return 7.03% 8% B- 58% F
Total Return 1.80% 75% C 52% F
Risk Return Profile  
Volatility (Standard Deviation) 9.36% 92% A 72% C
Risk Adjusted Return 75.13% 36% F 87% B+
Market Capitalization N/A N/A N/A N/A N/A

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.