ZMU:CA:TSX-BMO Mid-Term US IG Corporate Bond CAD Hedged (CAD)

ETF | Global Corporate Fixed Income |

Last Closing

CAD 12.54

Change

0.00 (0.00)%

Market Cap

CAD 2.99B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-26 )

ETFs Containing ZMU:CA

ZBAL:CA BMO Balanced ETF 0.00 % 0.00 %

N/A

CAD 0.27B
ZGRO:CA BMO Growth ETF 0.00 % 0.00 %

N/A

CAD 0.37B
ZCON:CA BMO Conservative ETF 0.00 % 0.00 %

N/A

CAD 0.05B
ZMI:CA BMO Monthly Income 0.00 % 0.61 %

N/A

CAD 0.14B

Market Performance

  Market Performance vs. Industry/Classification (Global Corporate Fixed Income) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.11% 33% F 18% F
Dividend Return 3.71% 67% D+ 53% F
Total Return 1.60% 33% F 18% F
Trailing 12 Months  
Capital Gain -2.18% 33% F 18% F
Dividend Return 3.71% 67% D+ 53% F
Total Return 1.52% 33% F 18% F
Trailing 5 Years  
Capital Gain -18.25% 44% F 19% F
Dividend Return 17.31% 78% C+ 51% F
Total Return -0.95% 44% F 19% F
Average Annual (5 Year Horizon)  
Capital Gain -4.63% 44% F 10% F
Dividend Return -2.20% 44% F 13% F
Total Return 2.43% 67% D+ 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 7.84% 33% F 81% B-
Risk Adjusted Return -28.09% 44% F 10% F
Market Capitalization 2.99B 89% A- 81% 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.

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.

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.