ducovest

ZFC:CA:TSX-BMO SIA Focused Canadian Equity Fund ETF Series (CAD)

ETF | Canadian Equity |

Last Closing

CAD 44.75

Change

-0.02 (-0.04)%

Market Cap

CAD 0.06B

Volume

100.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Company Website : http://www.bmo.com/gam/ca

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-21 )

Largest Industry Peers for Canadian Equity

Symbol Name Price(Change) Market Cap
XIU:CA iShares S&P/TSX 60

-0.17 (-0.45%)

 CAD 14.81B
XIC:CA iShares Core S&P/TSX Capped Co..

-0.16 (-0.40%)

 CAD 13.80B
ZCN:CA BMO S&P/TSX Capped Composite

-0.13 (-0.39%)

 CAD 8.76B
VCN:CA Vanguard FTSE Canada All Cap

-0.18 (-0.36%)

 CAD 7.83B
HXT:CA Global X S&P/TSX 60™ Index C..

-0.31 (-0.48%)

 CAD 4.13B
ZLB:CA BMO Low Volatility Canadian Eq..

-0.18 (-0.37%)

 CAD 4.03B
VCE:CA Vanguard FTSE Canada

-0.28 (-0.52%)

 CAD 1.99B
QCN:CA Mackenzie Canadian Equity Inde..

-0.70 (-0.46%)

 CAD 1.60B
WXM:CA First Asset Morningstar Canada..

-0.12 (-0.38%)

 CAD 0.58B
XESG:CA iShares ESG Aware MSCI Canada ..

-0.13 (-0.43%)

 CAD 0.44B

ETFs Containing ZFC:CA

N/A

Market Performance

  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 12.64% 10% F 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.64% 10% F 50% F
Trailing 12 Months  
Capital Gain 14.10% 13% F 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.10% 13% F 38% F
Trailing 5 Years  
Capital Gain 29.90% 17% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 29.90% 17% F 57% F
Average Annual (5 Year Horizon)  
Capital Gain 6.35% 7% C- 58% F
Dividend Return 6.83% 7% C- 55% F
Total Return 0.48% 4% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 10.57% 97% N/A 69% C-
Risk Adjusted Return 64.62% 23% F 80% B-
Market Capitalization 0.06B 21% F 27% F

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.

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 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.

Below median total returns

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

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.