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

ETF | US Equity |

Last Closing

CAD 81.72

Change

+0.28 (+0.34)%

Market Cap

CAD 2.95B

Volume

0.14M

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: 2024-11-19 )

Largest Industry Peers for US Equity

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

-0.01 (-0.01%)

CAD 19.45B
ZSP:CA BMO S&P 500

+0.02 (+0.02%)

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

+0.19 (+0.31%)

CAD 11.50B
VUN:CA Vanguard US Total Market

+0.11 (+0.10%)

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

-0.02 (-0.04%)

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

+0.07 (+0.08%)

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

+0.29 (+0.30%)

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

+0.18 (+0.08%)

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

+0.03 (+0.05%)

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

+0.36 (+0.70%)

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 23.09% 50% F 75% C
Dividend Return 0.95% 45% F 13% F
Total Return 24.04% 47% F 72% C
Trailing 12 Months  
Capital Gain 28.86% 55% F 75% C
Dividend Return 1.34% 50% F 14% F
Total Return 30.20% 55% F 72% C
Trailing 5 Years  
Capital Gain 77.96% 54% F 81% B-
Dividend Return 8.84% 52% F 17% F
Total Return 86.80% 57% 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.