ZFS:CA:TSX-BMO Short Federal Bond (CAD)

ETF | Canadian Short Term Fixed Income |

Last Closing

CAD 13.76

Change

-0.03 (-0.22)%

Market Cap

CAD 0.43B

Volume

0.01M

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: 2024-10-30 )

Largest Industry Peers for Canadian Short Term Fixed Income

Symbol Name Price(Change) Market Cap
ZST:CA BMO Ultra Short-Term Bond

-0.14 (-0.28%)

CAD 3.16B
ZCS:CA BMO Short Corporate Bond Index..

-0.04 (-0.29%)

CAD 2.73B
XSB:CA iShares Canadian Short Term Bo..

N/A

CAD 2.48B
XSH:CA iShares Core Canadian Short Te..

N/A

CAD 1.40B
VSB:CA Vanguard Canadian Short Term B..

-0.01 (-0.04%)

CAD 0.99B
VSC:CA Vanguard Canadian Short-Term C..

-0.02 (-0.08%)

CAD 0.92B
XFR:CA iShares Floating Rate

N/A

CAD 0.77B
CBO:CA iShares 1-5 Year Laddered Corp..

+0.01 (+0.05%)

CAD 0.71B
CLF:CA iShares 1-5 Year Laddered Gove..

N/A

CAD 0.51B
PFL:CA Invesco 1-3 Year Laddered Floa..

-0.08 (-0.41%)

CAD 0.46B

ETFs Containing ZFS:CA

ZAG:CA BMO Aggregate Bond 0.00 % 0.09 %

-0.04 (-0.25%)

CAD 10.22B

Market Performance

  Market Performance vs. Industry/Classification (Canadian Short Term Fixed Income) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.93% 33% F 25% F
Dividend Return -9.64% 88% B+ 82% B
Total Return -7.72% 43% F 20% F
Trailing 12 Months  
Capital Gain 4.32% 30% F 20% F
Dividend Return -9.54% 88% B+ 84% B
Total Return -5.22% 43% F 18% F
Trailing 5 Years  
Capital Gain -3.51% 23% F 34% F
Dividend Return -4.19% 87% B+ 88% B+
Total Return -7.70% 40% F 32% F
Average Annual (5 Year Horizon)  
Capital Gain -1.68% 13% F 23% F
Dividend Return -0.43% 17% F 21% F
Total Return 1.24% 20% F 43% F
Risk Return Profile  
Volatility (Standard Deviation) 3.16% 80% B- 95% A
Risk Adjusted Return -13.74% 13% F 18% F
Market Capitalization 0.43B 67% D+ 57% 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.

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.