ZUE:CA:TSX-BMO S&P 500 (CAD Hedged) (CAD)

ETF | US Equity |

Last Closing

CAD 81.84

Change

+1.94 (+2.43)%

Market Cap

CAD 2.84B

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: 2024-11-06 )

Largest Industry Peers for US Equity

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

+4.68 (+3.30%)

CAD 18.40B
ZSP:CA BMO S&P 500

+2.89 (+3.31%)

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

+1.54 (+2.55%)

CAD 11.11B
VUN:CA Vanguard US Total Market

+3.89 (+3.63%)

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

+1.62 (+3.26%)

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

+2.67 (+3.26%)

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

+2.35 (+2.51%)

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

+7.70 (+3.35%)

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

+2.13 (+3.61%)

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

+1.38 (+2.71%)

CAD 3.15B

ETFs Containing ZUE: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 23.27% 59% D- 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 23.27% 59% D- 75% C
Trailing 12 Months  
Capital Gain 33.55% 60% D- 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 33.55% 60% D- 75% C
Trailing 5 Years  
Capital Gain 78.92% 64% D 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 78.92% 64% D 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 13.42% 64% D 77% C+
Dividend Return 14.37% 60% D- 75% C
Total Return 0.96% 31% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 18.29% 16% F 47% F
Risk Adjusted Return 78.59% 40% F 88% B+
Market Capitalization 2.84B 80% B- 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.

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 total returns

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

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.