ZCON:CA:TSX-BMO Conservative ETF (CAD)

ETF | Global Fixed Income Balanced |

Last Closing

CAD 34.95

Change

+0.11 (+0.32)%

Market Cap

CAD 0.05B

Volume

1.50K

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: 2024-11-05 )

Largest Industry Peers for Global Fixed Income Balanced

Symbol Name Price(Change) Market Cap
VCIP:CA Vanguard Conservative Income E..

N/A

CAD 0.23B
ETP:CA First Trust Global Risk Manage..

N/A

CAD 0.01B

ETFs Containing ZCON:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Fixed Income Balanced) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.70% 100% F 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.70% 100% F 40% F
Trailing 12 Months  
Capital Gain 13.11% 67% D+ 41% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.11% 67% D+ 41% F
Trailing 5 Years  
Capital Gain 10.11% 100% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.11% 100% F 47% F
Average Annual (5 Year Horizon)  
Capital Gain 1.11% 100% F 38% F
Dividend Return 2.39% 100% F 38% F
Total Return 1.28% 33% F 44% F
Risk Return Profile  
Volatility (Standard Deviation) 7.84% 67% D+ 79% B-
Risk Adjusted Return 30.52% 100% F 48% F
Market Capitalization 0.05B 67% D+ 23% 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:
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.

What to not like:
Below median total returns

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