ZMU:CA:TSX-BMO Mid-Term US IG Corporate Bond CAD Hedged (CAD)

ETF | Global Corporate Fixed Income |

Last Closing

CAD 12.68

Change

-0.09 (-0.70)%

Market Cap

CAD 2.98B

Volume

0.02M

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: 2024-10-30 )

Largest Industry Peers for Global Corporate Fixed Income

Symbol Name Price(Change) Market Cap
ZIC:CA BMO Mid-Term US IG Corporate B..

-0.11 (-0.61%)

CAD 3.17B
QUIG:CA Mackenzie US Investment Grade ..

+0.29 (+0.33%)

CAD 0.54B
XIG:CA iShares U.S. IG Corporate Bond..

-0.02 (-0.10%)

CAD 0.34B
RUSB:CA RBC Short Term U.S. Corporate ..

+0.05 (+0.23%)

CAD 0.27B
ZSU:CA BMO Short-Term US IG Corporate..

-0.06 (-0.45%)

CAD 0.16B
EARN:CA Evolve Active Global Fixed Inc..

+0.08 (+0.16%)

CAD 0.02B
IGCF:CA PIMCO Investment Grade Credit ..

-0.01 (-0.06%)

CAD 0.01B
TUSB:CA TD Select U.S. Short Term Corp..

-0.09 (-0.63%)

CAD 0.01B

ETFs Containing ZMU:CA

ZBAL:CA BMO Balanced ETF 0.00 % 0.00 %

-0.11 (-0.74%)

CAD 0.26B
ZGRO:CA BMO Growth ETF 0.00 % 0.00 %

-0.15 (-0.74%)

CAD 0.34B
ZCON:CA BMO Conservative ETF 0.00 % 0.00 %

+0.07 (+-0.74%)

CAD 0.05B
ZMI:CA BMO Monthly Income 0.00 % 0.61 %

-0.13 (-0.74%)

CAD 0.13B

Market Performance

  Market Performance vs. Industry/Classification (Global Corporate Fixed Income) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.01% 33% F 18% F
Dividend Return -34.54% 40% F 27% F
Total Return -35.56% 22% F 9% A-
Trailing 12 Months  
Capital Gain 7.19% 78% C+ 27% F
Dividend Return -36.64% 40% F 28% F
Total Return -29.46% 22% F 10% F
Trailing 5 Years  
Capital Gain -17.34% 33% F 19% F
Dividend Return -19.75% 40% F 42% F
Total Return -37.09% 22% F 15% F
Average Annual (5 Year Horizon)  
Capital Gain -4.59% 44% F 10% F
Dividend Return -2.18% 44% F 14% F
Total Return 2.41% 67% D+ 64% D
Risk Return Profile  
Volatility (Standard Deviation) 7.79% 33% F 79% B-
Risk Adjusted Return -28.00% 33% F 12% F
Market Capitalization 2.98B 89% A- 80% 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.

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.

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.