ZUE:CA:TSX-BMO S&P 500 (CAD Hedged) (CAD)

ETF | US Equity |

Last Closing

CAD 78.99

Change

-0.14 (-0.18)%

Market Cap

CAD 2.66B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-20 )

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 17.00B
ZSP:CA BMO S&P 500

-0.14 (-0.17%)

CAD 16.26B
XSP:CA iShares Core S&P 500 (CAD Hedg..

-0.10 (-0.17%)

CAD 10.74B
VUN:CA Vanguard US Total Market

-0.30 (-0.29%)

CAD 9.46B
XUS:CA iShares Core S&P 500 Index ETF

-0.08 (-0.17%)

CAD 7.29B
HXS:CA Global X S&P 500 Corporate Cla..

-0.09 (-0.11%)

CAD 4.01B
VSP:CA Vanguard S&P 500 CAD hedged

-0.15 (-0.16%)

CAD 3.45B
QUU:CA Mackenzie US Large Cap Equity ..

-0.27 (-0.12%)

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

-0.11 (-0.19%)

CAD 3.05B
XQQ:CA iShares NASDAQ 100 (CAD Hedged..

-0.10 (-0.20%)

CAD 2.96B

ETFs Containing ZUE: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 18.98% 58% F 76% C+
Dividend Return 0.65% 38% F 20% F
Total Return 19.63% 54% F 74% C
Trailing 12 Months  
Capital Gain 30.15% 58% F 80% B-
Dividend Return 1.43% 55% F 31% F
Total Return 31.59% 63% D 78% C+
Trailing 5 Years  
Capital Gain 77.95% 65% D 82% B
Dividend Return 5.81% 28% F 19% F
Total Return 83.76% 61% D- 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.73% 61% D- 78% C+
Dividend Return 13.70% 59% D- 76% C+
Total Return 0.98% 33% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 17.96% 17% F 47% F
Risk Adjusted Return 76.31% 39% F 88% B+
Market Capitalization 2.66B 80% B- 79% B-

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.