ZLU:CA:TSX-BMO Low Volatility US Equity (CAD)

ETF | US Equity |

Last Closing

CAD 55

Change

-0.36 (-0.64)%

Market Cap

CAD 1.86B

Volume

5.70K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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 ZLU:CA

ZLH:CA BMO Low Volatility US Equ.. 0.00 % 0.33 %

-0.21 (-0.59%)

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 19.62% 41% F 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 19.62% 45% F 70% C-
Trailing 12 Months  
Capital Gain 21.36% 19% F 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 21.36% 28% F 52% F
Trailing 5 Years  
Capital Gain 44.28% 38% F 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 44.28% 38% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 6.85% 19% F 59% D-
Dividend Return 8.34% 12% F 59% D-
Total Return 1.49% 67% D+ 48% F
Risk Return Profile  
Volatility (Standard Deviation) 7.44% 100% F 80% B-
Risk Adjusted Return 112.08% 84% B 98% N/A
Market Capitalization 1.86B 76% C+ 76% C+

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.

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:
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.