ZUP-U:CA:TSX-BMO US Preferred Share Index ETF (USD)

ETF | Others |

Last Closing

CAD 19.73

Change

+0.39 (+2.02)%

Market Cap

N/A

Volume

100.00

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: 2025-01-03 )

ETFs Containing ZUP-U:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.02% 87% B+ 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.02% 87% B+ 77% C+
Trailing 12 Months  
Capital Gain 4.12% 28% F 32% F
Dividend Return 2.49% 45% F 32% F
Total Return 6.61% 26% F 29% F
Trailing 5 Years  
Capital Gain -21.21% 6% D- 17% F
Dividend Return 18.35% 71% C- 54% F
Total Return -2.86% 8% B- 18% F
Average Annual (5 Year Horizon)  
Capital Gain -3.74% 6% D- 12% F
Dividend Return -3.42% 6% D- 9% A-
Total Return 0.32% 64% D 25% F
Risk Return Profile  
Volatility (Standard Deviation) 12.87% 39% F 64% D
Risk Adjusted Return -26.56% 13% F 10% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

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:

There is nothing we particularly like

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.