ZCON:CA:TSX-BMO Conservative ETF (CAD)

ETF | Global Fixed Income Balanced |

Last Closing

CAD 35.31

Change

+0.04 (+0.11)%

Market Cap

CAD 0.05B

Volume

1.40K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-15 )

Largest Industry Peers for Global Fixed Income Balanced

Symbol Name Price(Change) Market Cap
VCIP:CA Vanguard Conservative Income E..

-0.02 (-0.06%)

CAD 0.22B
ETP:CA First Trust Global Risk Manage..

-0.01 (-0.06%)

CAD 0.01B

ETFs Containing ZCON:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Fixed Income Balanced) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.81% 100% F 43% F
Dividend Return 1.36% 33% F 19% F
Total Return 10.17% 100% F 38% F
Trailing 12 Months  
Capital Gain 13.06% 100% F 47% F
Dividend Return 2.11% 33% F 22% F
Total Return 15.18% 67% D+ 41% F
Trailing 5 Years  
Capital Gain 10.62% 100% F 48% F
Dividend Return 13.03% 67% D+ 33% F
Total Return 23.65% 100% F 40% F
Average Annual (5 Year Horizon)  
Capital Gain 1.16% 100% F 38% F
Dividend Return 2.43% 100% F 38% F
Total Return 1.27% 33% F 44% F
Risk Return Profile  
Volatility (Standard Deviation) 7.87% 67% D+ 79% B-
Risk Adjusted Return 30.87% 100% F 49% F
Market Capitalization 0.05B 67% D+ 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
Below median total returns

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