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

ETF | US Equity |

Last Closing

CAD 79.6

Change

+0.41 (+0.52)%

Market Cap

CAD 2.66B

Volume

0.01M

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: 2024-09-26 )

Largest Industry Peers for US Equity

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

+0.45 (+0.33%)

CAD 17.00B
ZSP:CA BMO S&P 500

+0.29 (+0.34%)

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

+0.26 (+0.44%)

CAD 10.74B
VUN:CA Vanguard US Total Market

+0.47 (+0.46%)

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

+0.16 (+0.33%)

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

+0.29 (+0.37%)

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

+0.37 (+0.40%)

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

+0.73 (+0.33%)

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

+0.23 (+0.41%)

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

+0.42 (+0.84%)

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 19.90% 61% D- 77% C+
Dividend Return 0.65% 26% F 19% F
Total Return 20.55% 63% D 75% C
Trailing 12 Months  
Capital Gain 32.27% 63% D 79% B-
Dividend Return 1.08% 31% F 24% F
Total Return 33.35% 61% D- 79% B-
Trailing 5 Years  
Capital Gain 81.94% 63% D 82% B
Dividend Return 5.90% 28% F 20% F
Total Return 87.84% 61% D- 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.81% 61% D- 78% C+
Dividend Return 13.79% 59% D- 76% C+
Total Return 0.98% 33% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 17.98% 17% F 47% F
Risk Adjusted Return 76.68% 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.