ZBK:CA:TSX-BMO Equal Weight US Banks Index ETF (CAD)

ETF | Financial Services Equity |

Last Closing

CAD 38.5

Change

+0.05 (+0.13)%

Market Cap

CAD 0.84B

Volume

0.04M

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: 2024-11-13 )

Largest Industry Peers for Financial Services Equity

Symbol Name Price(Change) Market Cap
ZEB:CA BMO S&P/TSX Equal Weight Banks

-0.05 (-0.12%)

CAD 3.98B
ZWB:CA BMO Covered Call Canadian Bank..

-0.02 (-0.10%)

CAD 3.18B
XFN:CA iShares S&P/TSX Capped Financi..

-0.05 (-0.08%)

CAD 1.66B
FSF:CA CI Global Financial Sector ETF

-0.15 (-0.49%)

CAD 0.46B
ZWK:CA BMO Covered Call US Banks ETF

+0.08 (+0.31%)

CAD 0.37B
ZUB:CA BMO Equal Weight US Banks Hedg..

-0.07 (-0.20%)

CAD 0.32B
BANK:CA Evolve Canadian Banks and Life..

-0.04 (-0.49%)

CAD 0.28B
RBNK:CA RBC Canadian Bank Yield Index ..

-0.03 (-0.11%)

CAD 0.27B
CEW:CA iShares Equal Weight Banc & Li..

+0.04 (+0.19%)

CAD 0.23B
HEWB:CA Global X Equal Weight Canadian..

-0.02 (-0.05%)

CAD 0.18B

ETFs Containing ZBK:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial Services Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 47.74% 100% F 93% A
Dividend Return 2.23% 22% F 33% F
Total Return 49.96% 100% F 93% A
Trailing 12 Months  
Capital Gain 64.46% 95% A 93% A
Dividend Return 3.29% 17% F 39% F
Total Return 67.75% 95% A 93% A
Trailing 5 Years  
Capital Gain 35.47% 70% C- 65% D
Dividend Return 12.67% 29% F 32% F
Total Return 48.14% 60% D- 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 11.38% 75% C 72% C
Dividend Return 13.38% 60% D- 72% C
Total Return 2.00% 28% F 57% F
Risk Return Profile  
Volatility (Standard Deviation) 35.04% 25% F 24% F
Risk Adjusted Return 38.19% 45% F 55% F
Market Capitalization 0.84B 84% B 66% D+

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.