ZBK:CA:TSX-BMO Equal Weight US Banks Index ETF (CAD)

ETF | Financial Services Equity |

Last Closing

CAD 32.73

Change

+0.81 (+2.54)%

Market Cap

CAD 0.68B

Volume

0.10M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-09-19 )

Largest Industry Peers for Financial Services Equity

Symbol Name Price(Change) Market Cap
ZWB:CA BMO Covered Call Canadian Bank..

+0.15 (+0.76%)

CAD 3.03B
ZEB:CA BMO S&P/TSX Equal Weight Banks

+0.40 (+1.00%)

CAD 2.68B
XFN:CA iShares S&P/TSX Capped Financi..

+0.72 (+1.30%)

CAD 1.49B
FSF:CA CI Global Financial Sector ETF

+0.25 (+0.90%)

CAD 0.46B
ZWK:CA BMO Covered Call US Banks ETF

+0.48 (+2.17%)

CAD 0.34B
ZUB:CA BMO Equal Weight US Banks Hedg..

+0.86 (+2.94%)

CAD 0.29B
RBNK:CA RBC Canadian Bank Yield Index ..

+0.32 (+1.20%)

CAD 0.26B
BANK:CA Evolve Canadian Banks and Life..

+0.06 (+0.77%)

CAD 0.24B
CEW:CA iShares Equal Weight Banc & Li..

+0.17 (+0.88%)

CAD 0.21B
HEWB:CA Global X Equal Weight Canadian..

+0.24 (+0.66%)

CAD 0.16B

ETFs Containing ZBK:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial Services Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 25.59% 95% A 85% B
Dividend Return 1.48% 20% F 41% F
Total Return 27.07% 95% A 86% B+
Trailing 12 Months  
Capital Gain 48.91% 95% A 91% A-
Dividend Return 3.48% 13% F 59% D-
Total Return 52.39% 95% A 91% A-
Trailing 5 Years  
Capital Gain 22.68% 60% D- 54% F
Dividend Return 9.39% 13% F 38% F
Total Return 32.07% 55% F 53% F
Average Annual (5 Year Horizon)  
Capital Gain 8.48% 60% D- 67% D+
Dividend Return 10.48% 55% F 68% D+
Total Return 2.00% 28% F 56% F
Risk Return Profile  
Volatility (Standard Deviation) 34.47% 25% F 25% F
Risk Adjusted Return 30.40% 45% F 50% F
Market Capitalization 0.68B 84% B 64% D

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.