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

ETF | Canadian Short Term Fixed Income |

Last Closing

CAD 13.75

Change

-0.01 (-0.07)%

Market Cap

CAD 0.42B

Volume

2.40K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-13 )

Largest Industry Peers for Canadian Short Term Fixed Income

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

+0.02 (+0.04%)

CAD 3.28B
XSB:CA iShares Canadian Short Term Bo..

+0.02 (+0.07%)

CAD 2.65B
ZCS:CA BMO Short Corporate Bond Index..

N/A

CAD 2.62B
XSH:CA iShares Core Canadian Short Te..

+0.02 (+0.08%)

CAD 1.41B
VSB:CA Vanguard Canadian Short Term B..

N/A

CAD 0.98B
VSC:CA Vanguard Canadian Short-Term C..

+0.01 (+0.04%)

CAD 0.92B
XFR:CA iShares Floating Rate

+0.01 (+0.02%)

CAD 0.78B
CBO:CA iShares 1-5 Year Laddered Corp..

-0.02 (-0.11%)

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

N/A

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

N/A

CAD 0.42B

ETFs Containing ZFS:CA

ZAG:CA BMO Aggregate Bond 0.00 % 0.09 %

-0.06 (-0.43%)

CAD 10.40B

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 1.85% 43% F 26% F
Dividend Return 1.74% 3% F 25% F
Total Return 3.59% 3% F 22% F
Trailing 12 Months  
Capital Gain 3.70% 37% F 22% F
Dividend Return 2.10% 3% F 22% F
Total Return 5.80% 17% F 19% F
Trailing 5 Years  
Capital Gain -3.64% 27% F 34% F
Dividend Return 9.36% 3% F 18% F
Total Return 5.71% 3% F 22% F
Average Annual (5 Year Horizon)  
Capital Gain -1.66% 13% F 22% F
Dividend Return -0.44% 17% F 21% F
Total Return 1.23% 20% F 43% F
Risk Return Profile  
Volatility (Standard Deviation) 3.17% 80% B- 96% N/A
Risk Adjusted Return -13.74% 13% F 17% F
Market Capitalization 0.42B 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.