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

ETF | US Equity |

Last Closing

CAD 35.86

Change

-0.10 (-0.28)%

Market Cap

N/A

Volume

2.20K

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: 2024-09-24 )

Largest Industry Peers for US Equity

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

-0.33 (-0.24%)

CAD 17.00B
ZSP:CA BMO S&P 500

-0.24 (-0.28%)

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

+0.18 (+0.30%)

CAD 10.74B
VUN:CA Vanguard US Total Market

-0.34 (-0.33%)

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

-0.15 (-0.31%)

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

-0.28 (-0.35%)

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

+0.19 (+0.20%)

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

+0.19 (+0.09%)

CAD 3.22B
XUU:CA iShares Core S&P US Total Mark..

-0.36 (-0.63%)

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

+0.23 (+0.46%)

CAD 2.96B

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 15.38% 29% F 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.38% 20% F 60% D-
Trailing 12 Months  
Capital Gain 17.96% 15% F 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.96% 7% C- 48% F
Trailing 5 Years  
Capital Gain 32.03% 23% F 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 32.03% 12% F 53% F
Average Annual (5 Year Horizon)  
Capital Gain 5.32% 14% F 57% F
Dividend Return 7.12% 7% C- 58% F
Total Return 1.79% 75% C 52% F
Risk Return Profile  
Volatility (Standard Deviation) 9.36% 92% A 73% C
Risk Adjusted Return 76.01% 37% 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.