ZLH:CA:TSX-BMO Low Volatility US Equity Hedged to CAD ETF (CAD)

ETF | US Equity |

Last Closing

CAD 35.37

Change

+0.06 (+0.17)%

Market Cap

N/A

Volume

735.00

Analyst Target

N/A
Analyst Rating

N/A

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 US Equity

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

+0.72 (+0.49%)

CAD 19.45B
ZSP:CA BMO S&P 500

+0.45 (+0.49%)

CAD 17.43B
XSP:CA iShares Core S&P 500 (CAD Hedg..

+0.03 (+0.05%)

CAD 11.50B
VUN:CA Vanguard US Total Market

+0.42 (+0.37%)

CAD 10.60B
XUS:CA iShares Core S&P 500 Index ETF

+0.23 (+0.44%)

CAD 8.06B
HXS:CA Global X S&P 500 Corporate Cla..

+0.40 (+0.47%)

CAD 4.42B
VSP:CA Vanguard S&P 500 CAD hedged

+0.06 (+0.06%)

CAD 3.75B
QUU:CA Mackenzie US Large Cap Equity ..

+1.12 (+0.47%)

CAD 3.37B
XUU:CA iShares Core S&P US Total Mark..

+0.19 (+0.31%)

CAD 3.30B
XQQ:CA iShares NASDAQ 100 (CAD Hedged..

-0.11 (-0.21%)

CAD 3.21B

ETFs Containing ZLH: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 13.80% 10% F 57% F
Dividend Return 1.83% 73% C 27% F
Total Return 15.64% 9% A- 53% F
Trailing 12 Months  
Capital Gain 16.89% 9% A- 53% F
Dividend Return 2.51% 76% C+ 27% F
Total Return 19.40% 5% F 48% F
Trailing 5 Years  
Capital Gain 30.90% 21% F 62% D
Dividend Return 12.18% 71% C- 29% F
Total Return 43.08% 14% F 56% F
Average Annual (5 Year Horizon)  
Capital Gain 6.02% 10% F 56% F
Dividend Return 7.72% 3% F 57% F
Total Return 1.70% 74% C 52% F
Risk Return Profile  
Volatility (Standard Deviation) 9.53% 91% A- 73% C
Risk Adjusted Return 81.07% 41% F 89% A-
Market Capitalization N/A N/A N/A N/A N/A

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.