ducovest

ZGRO:CA:TSX-BMO Growth ETF (CAD)

ETF | Global Equity Balanced |

Last Closing

CAD 46.28

Change

+0.15 (+0.33)%

Market Cap

CAD 0.37B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-23 )

Largest Industry Peers for Global Equity Balanced

Symbol Name Price(Change) Market Cap
VGRO:CA Vanguard Growth Portfolio

+0.17 (+0.45%)

 CAD 6.30B
XGRO:CA iShares Core Growth ETF Portfo..

+0.11 (+0.36%)

 CAD 2.86B
HBAL:CA Global X Balanced Asset Alloca..

-0.02 (-0.09%)

 CAD 0.15B
PLV:CA Invesco Low Volatility Portfol..

+0.08 (+0.32%)

 CAD 0.02B

ETFs Containing ZGRO:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Equity Balanced) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 19.40% 100% F 68% D+
Dividend Return 1.70% 40% F 23% F
Total Return 21.10% 100% F 65% D
Trailing 12 Months  
Capital Gain 19.40% 100% F 67% D+
Dividend Return 2.27% 20% F 26% F
Total Return 21.67% 100% F 64% D
Trailing 5 Years  
Capital Gain 38.85% 40% F 67% D+
Dividend Return 13.20% 75% C 35% F
Total Return 52.06% 80% B- 64% D
Average Annual (5 Year Horizon)  
Capital Gain 7.38% 40% F 58% F
Dividend Return 9.27% 80% B- 60% D-
Total Return 1.89% 80% B- 59% D-
Risk Return Profile  
Volatility (Standard Deviation) 11.30% 80% B- 69% C-
Risk Adjusted Return 82.05% 80% B- 88% B+
Market Capitalization 0.37B 60% D- 54% 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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:

There is nothing we particularly dislike