Values as of: 2024-11-18
ETF | US Equity |
Last Closing
CAD 143.61Change
+1.03 (+0.72)%Market Cap
CAD 2.18BVolume
0.03MAnalyst Target
N/AVerdict
Verdict
The BMO Nasdaq 100 Equity Hedged to CAD Index ETF has been designed to replicate, to the extent possible, the performance of teh NASDAQ-100 Index Hedged to CAD, net of expenses. The Fund invests in and holds the Constituent Securities of the Index in the same proportion as they are reflected in the Index. The U.S. dollar currency exposure is hedged back to the Canadian dollar.
Company Website : http://www.bmo.com/gam/ca
Currency: CAD
Country : Canada
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| VFV:CA | Vanguard S&P 500 Index ETF |
-0.23 (-0.16%) |
CAD 19.45B |
| ZSP:CA | BMO S&P 500 |
-0.13 (-0.14%) |
CAD 17.43B |
| XSP:CA | iShares Core S&P 500 (CAD Hedg.. |
+0.25 (+0.41%) |
CAD 11.50B |
| VUN:CA | Vanguard US Total Market |
-0.17 (-0.15%) |
CAD 10.60B |
| XUS:CA | iShares Core S&P 500 Index ETF |
-0.05 (-0.10%) |
CAD 8.06B |
| HXS:CA | Global X S&P 500 Corporate Cla.. |
-0.15 (-0.18%) |
CAD 4.42B |
| VSP:CA | Vanguard S&P 500 CAD hedged |
+0.39 (+0.41%) |
CAD 3.75B |
| QUU:CA | Mackenzie US Large Cap Equity .. |
-0.21 (-0.09%) |
CAD 3.37B |
| XUU:CA | iShares Core S&P US Total Mark.. |
-0.11 (-0.18%) |
CAD 3.30B |
| XQQ:CA | iShares NASDAQ 100 (CAD Hedged.. |
+0.35 (+0.68%) |
CAD 3.21B |
N/A
| 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 | 21.26% | 34% | F | 72% | C | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 21.26% | 29% | F | 66% | D+ | ||
| Trailing 12 Months | |||||||
| Capital Gain | 26.66% | 41% | F | 73% | C | ||
| Dividend Return | 0.34% | 4% | F | 2% | F | ||
| Total Return | 27.00% | 40% | F | 67% | D+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | 133.10% | 96% | N/A | 89% | A- | ||
| Dividend Return | 2.60% | 8% | B- | 5% | F | ||
| Total Return | 135.69% | 95% | A | 87% | B+ | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 19.11% | 98% | N/A | 84% | B | ||
| Dividend Return | 19.35% | 98% | N/A | 83% | B | ||
| Total Return | 0.24% | 7% | C- | 30% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 25.93% | 3% | F | 33% | F | ||
| Risk Adjusted Return | 74.62% | 26% | F | 85% | B | ||
| Market Capitalization | 2.18B | 78% | C+ | 78% | C+ | ||
| 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.
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.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
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.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
The company has under performed its peers on annual average total returns in the past 5 years.
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.
