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

ETF | US Equity |

Last Closing

CAD 35.3

Change

-0.21 (-0.59)%

Market Cap

N/A

Volume

214.00

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: 2024-10-29 )

Largest Industry Peers for US Equity

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

+0.54 (+0.38%)

CAD 18.40B
ZSP:CA BMO S&P 500

+0.31 (+0.35%)

CAD 16.97B
XSP:CA iShares Core S&P 500 (CAD Hedg..

+0.10 (+0.16%)

CAD 11.11B
VUN:CA Vanguard US Total Market

+0.31 (+0.29%)

CAD 10.08B
XUS:CA iShares Core S&P 500 Index ETF

+0.17 (+0.34%)

CAD 7.80B
HXS:CA Global X S&P 500 Corporate Cla..

+0.29 (+0.35%)

CAD 4.30B
VSP:CA Vanguard S&P 500 CAD hedged

+0.15 (+0.16%)

CAD 3.59B
QUU:CA Mackenzie US Large Cap Equity ..

+0.01 (+0.00%)

CAD 3.40B
XUU:CA iShares Core S&P US Total Mark..

+0.27 (+0.45%)

CAD 3.20B
XQQ:CA iShares NASDAQ 100 (CAD Hedged..

+0.53 (+1.03%)

CAD 3.15B

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 13.58% 22% F 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.58% 28% F 57% F
Trailing 12 Months  
Capital Gain 20.07% 16% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.07% 26% F 49% F
Trailing 5 Years  
Capital Gain 30.84% 27% F 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 30.84% 27% F 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 5.85% 12% F 56% F
Dividend Return 7.56% 3% F 57% F
Total Return 1.71% 74% C 51% F
Risk Return Profile  
Volatility (Standard Deviation) 9.49% 91% A- 73% C
Risk Adjusted Return 79.65% 43% F 89% A-
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.