Values as of: 2024-09-20
ETF | Canadian Equity |
Last Closing
CAD 32.08Change
+0.01 (+0.03)%Market Cap
CAD 8.12BVolume
0.06MAnalyst Target
N/AVerdict
Verdict
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| XIU:CA | iShares S&P/TSX 60 |
+0.01 (+0.03%) |
CAD 13.57B |
| XIC:CA | iShares Core S&P/TSX Capped Co.. |
+0.01 (+0.03%) |
CAD 13.00B |
| VCN:CA | Vanguard FTSE Canada All Cap |
-0.29 (-0.59%) |
CAD 7.61B |
| ZLB:CA | BMO Low Volatility Canadian Eq.. |
+0.13 (+0.27%) |
CAD 3.94B |
| HXT:CA | Global X S&P/TSX 60™ Index .. |
+0.02 (+0.03%) |
CAD 3.92B |
| VCE:CA | Vanguard FTSE Canada |
-0.37 (-0.70%) |
CAD 1.92B |
| QCN:CA | Mackenzie Canadian Equity Inde.. |
-0.25 (-0.17%) |
CAD 1.55B |
| WXM:CA | First Asset Morningstar Canada.. |
+0.20 (+0.68%) |
CAD 0.55B |
| XESG:CA | iShares ESG Aware MSCI Canada .. |
+0.04 (+0.14%) |
CAD 0.42B |
| MCLC:CA | Manulife Multifactor Canadian .. |
N/A |
CAD 0.34B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| ZBAL:CA | BMO Balanced ETF | 0.00 % | 0.00 % |
+0.01 (+0.00%) |
CAD 0.25B |
| ZCON:CA | BMO Conservative ETF | 0.00 % | 0.00 % |
N/A |
CAD 0.05B |
| 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 | 14.57% | 50% | F | 63% | D | ||
| Dividend Return | 1.64% | 65% | D | 45% | F | ||
| Total Return | 16.21% | 60% | D- | 64% | D | ||
| Trailing 12 Months | |||||||
| Capital Gain | 20.42% | 50% | F | 64% | D | ||
| Dividend Return | 3.45% | 81% | B- | 59% | D- | ||
| Total Return | 23.87% | 50% | F | 64% | D | ||
| Trailing 5 Years | |||||||
| Capital Gain | 39.66% | 30% | F | 66% | D+ | ||
| Dividend Return | 13.63% | 72% | C | 59% | D- | ||
| Total Return | 53.29% | 40% | F | 68% | D+ | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 7.96% | 30% | F | 64% | D | ||
| Dividend Return | 10.58% | 57% | F | 68% | D+ | ||
| Total Return | 2.62% | 82% | B | 66% | D+ | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 13.74% | 50% | F | 58% | F | ||
| Risk Adjusted Return | 76.96% | 47% | F | 88% | B+ | ||
| Market Capitalization | 8.12B | 93% | A | 87% | B+ | ||
| 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.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
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.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
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.
