ducovest

ZMI:CA:TSX-BMO Monthly Income (CAD)

ETF | Global Neutral Balanced |

Last Closing

CAD 17.53

Change

0.00 (0.00)%

Market Cap

CAD 0.14B

Volume

7.33K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Company Website : http://www.bmo.com/gam/ca

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-25 )

Largest Industry Peers for Global Neutral Balanced

Symbol Name Price(Change) Market Cap
VBAL:CA Vanguard Balanced Portfolio

N/A

 CAD 3.32B
XBAL:CA iShares Core Balanced ETF Port..

N/A

 CAD 1.73B
VCNS:CA Vanguard Conservative ETF Port..

N/A

 CAD 0.52B
ZBAL:CA BMO Balanced ETF

N/A

 CAD 0.27B
PINC:CA Purpose Multi-Asset Income Fun..

N/A

 CAD 0.06B
HCON:CA Global X Conservative Asset Al..

N/A

 CAD 0.04B
PIN:CA Purpose Monthly Income Fund Se..

N/A

 CAD 5.71M
PRP:CA Purpose Conservative Income Fu..

N/A

 N/A

ETFs Containing ZMI:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Neutral Balanced) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.81% 44% F 42% F
Dividend Return 4.78% 78% C+ 67% D+
Total Return 13.59% 67% D+ 46% F
Trailing 12 Months  
Capital Gain 9.15% 56% F 44% F
Dividend Return 4.79% 78% C+ 64% D
Total Return 13.95% 67% D+ 46% F
Trailing 5 Years  
Capital Gain 5.92% 44% F 45% F
Dividend Return 22.18% 75% C 62% D
Total Return 28.10% 67% D+ 46% F
Average Annual (5 Year Horizon)  
Capital Gain 2.24% 56% F 42% F
Dividend Return 5.25% 67% D+ 47% F
Total Return 3.01% 89% A- 75% C
Risk Return Profile  
Volatility (Standard Deviation) 7.96% 78% C+ 80% B-
Risk Adjusted Return 66.02% 89% A- 77% C+
Market Capitalization 0.14B 50% F 40% 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.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.