ZLH:CA:TSX-BMO Low Volatility US Equity Hedged to CAD ETF (CAD)

ETF | US Equity |

Last Closing

CAD 34.24

Change

+0.16 (+0.47)%

Market Cap

N/A

Volume

907.00

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-12-24 )

Largest Industry Peers for US Equity

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

+1.66 (+1.09%)

CAD 20.69B
ZSP:CA BMO S&P 500

+1.05 (+1.12%)

CAD 18.86B
XSP:CA iShares Core S&P 500 (CAD Hedg..

+0.65 (+1.04%)

CAD 11.36B
VUN:CA Vanguard US Total Market

+1.20 (+1.04%)

CAD 11.07B
XUS:CA iShares Core S&P 500 Index ETF

+0.62 (+1.16%)

CAD 8.43B
HXS:CA Global X S&P 500 Corporate Cla..

+1.01 (+1.15%)

CAD 4.68B
VSP:CA Vanguard S&P 500 CAD hedged

+1.01 (+1.04%)

CAD 4.03B
QUU:CA Mackenzie US Large Cap Equity ..

+2.44 (+0.99%)

CAD 3.49B
XUU:CA iShares Core S&P US Total Mark..

+0.66 (+1.04%)

CAD 3.43B
XQQ:CA iShares NASDAQ 100 (CAD Hedged..

+0.75 (+1.39%)

CAD 3.26B

ETFs Containing ZLH: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 10.17% 12% F 47% F
Dividend Return 1.83% 73% C 25% F
Total Return 12.00% 7% C- 42% F
Trailing 12 Months  
Capital Gain 10.74% 12% F 47% F
Dividend Return 2.46% 80% B- 30% F
Total Return 13.20% 10% F 44% F
Trailing 5 Years  
Capital Gain 23.17% 20% F 58% F
Dividend Return 11.83% 71% C- 28% F
Total Return 35.00% 14% F 52% F
Average Annual (5 Year Horizon)  
Capital Gain 6.39% 10% F 55% F
Dividend Return 8.12% 3% F 56% F
Total Return 1.73% 75% C 57% F
Risk Return Profile  
Volatility (Standard Deviation) 9.66% 91% A- 75% C
Risk Adjusted Return 84.07% 45% F 89% A-
Market Capitalization N/A N/A N/A N/A N/A

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:
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:
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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.