ducovest

ZUP:CA:TSX-BMO US Preferred Share Index ETF (CAD)

ETF | Preferred Share Fixed Income |

Last Closing

CAD 22.1

Change

+0.11 (+0.50)%

Market Cap

CAD 0.05B

Volume

1.92K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Company Website : http://www.bmo.com/gam/ca

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-14 )

Largest Industry Peers for Preferred Share Fixed Income

Symbol Name Price(Change) Market Cap
ZPR:CA BMO Laddered Preferred Share

+0.04 (+0.39%)

 CAD 1.34B
HPR:CA Global X Active Preferred Shar..

+0.02 (+0.22%)

 CAD 1.00B
CPD:CA iShares S&P/TSX Canadian Prefe..

+0.03 (+0.25%)

 CAD 0.99B
TPRF:CA TD Active Preferred Share ETF

-0.03 (-0.28%)

 CAD 0.30B
XPF:CA iShares S&P/TSX North American..

+0.02 (+0.13%)

 CAD 0.20B
BPRF:CA Brompton Flaherty & Crumrine I..

N/A

 CAD 0.17B
NPRF:CA NBI Active Canadian Preferred ..

+0.07 (+0.31%)

 CAD 0.15B
PR:CA Lysander-Slater Preferred Shar..

N/A

 CAD 0.08B
FPR:CA CI Preferred Share ETF

+0.03 (+0.13%)

 CAD 0.05B
DIVS:CA Evolve Active Canadian Preferr..

+0.03 (+0.19%)

 CAD 0.05B

ETFs Containing ZUP:CA

ZMI:CA BMO Monthly Income 0.00 % 0.61 %

+0.02 (+0.11%)

 CAD 0.14B

Market Performance

  Market Performance vs. Industry/Classification (Preferred Share Fixed Income) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.04% 38% F 55% F
Dividend Return 3.28% 27% F 50% F
Total Return 16.33% 25% F 55% F
Trailing 12 Months  
Capital Gain 14.98% 25% F 50% F
Dividend Return 4.77% 20% F 57% F
Total Return 19.76% 25% F 50% F
Trailing 5 Years  
Capital Gain -12.96% 25% F 21% F
Dividend Return 24.92% 47% F 66% D+
Total Return 11.96% 25% F 29% F
Average Annual (5 Year Horizon)  
Capital Gain -3.92% 13% F 12% F
Dividend Return -0.94% 13% F 19% F
Total Return 2.98% 47% F 72% C
Risk Return Profile  
Volatility (Standard Deviation) 9.90% 100% F 72% C
Risk Adjusted Return -9.48% 13% F 19% F
Market Capitalization 0.05B 23% F 24% 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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.