ZUE:CA:TSX-BMO S&P 500 (CAD Hedged) (CAD)

ETF | US Equity |

Last Closing

CAD 81.16

Change

-1.02 (-1.24)%

Market Cap

CAD 2.95B

Volume

0.01M

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: 2024-11-15 )

Largest Industry Peers for US Equity

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

-1.55 (-1.04%)

CAD 19.45B
ZSP:CA BMO S&P 500

-0.98 (-1.07%)

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

-0.81 (-1.30%)

CAD 11.50B
VUN:CA Vanguard US Total Market

-1.16 (-1.03%)

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

-0.58 (-1.12%)

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

-0.98 (-1.14%)

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

-1.30 (-1.35%)

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

-2.67 (-1.11%)

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

-0.65 (-1.05%)

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

-1.27 (-2.42%)

CAD 3.21B

ETFs Containing ZUE: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 22.25% 45% F 74% C
Dividend Return 0.95% 45% F 13% F
Total Return 23.20% 45% F 71% C-
Trailing 12 Months  
Capital Gain 28.60% 52% F 76% C+
Dividend Return 1.35% 50% F 14% F
Total Return 29.95% 52% F 73% C
Trailing 5 Years  
Capital Gain 76.05% 52% F 80% B-
Dividend Return 8.81% 52% F 16% F
Total Return 84.86% 55% F 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.52% 66% D+ 78% C+
Dividend Return 14.47% 60% D- 75% C
Total Return 0.95% 31% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 18.33% 16% F 48% F
Risk Adjusted Return 78.95% 40% F 88% B+
Market Capitalization 2.95B 80% B- 80% B-

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.