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

ETF | US Equity |

Last Closing

CAD 81.16

Change

0.00 (0.00)%

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: 2024-11-16 )

ETFs Containing ZUE:CA

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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 75.75% 52% F 80% B-
Dividend Return 8.79% 52% F 17% F
Total Return 84.54% 55% F 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.62% 66% D+ 78% C+
Dividend Return 14.57% 60% D- 75% C
Total Return 0.95% 33% F 43% F
Risk Return Profile  
Volatility (Standard Deviation) 18.38% 16% F 47% F
Risk Adjusted Return 79.27% 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.