ZUE:CA:TSX-BMO S&P 500 (CAD Hedged) (CAD)

ETF | US Equity |

Last Closing

CAD 81.75

Change

-0.18 (-0.22)%

Market Cap

CAD 3.05B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2025-01-16 )

Largest Industry Peers for US Equity

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

+0.40 (+0.26%)

CAD 20.69B
ZSP:CA BMO S&P 500

+0.28 (+0.30%)

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

-0.10 (-0.16%)

CAD 11.36B
VUN:CA Vanguard US Total Market

+0.45 (+0.39%)

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

+0.15 (+0.27%)

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

+0.22 (+0.25%)

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

-0.19 (-0.20%)

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

+0.50 (+0.20%)

CAD 3.48B
XUU:CA iShares Core S&P US Total Mark..

+0.27 (+0.43%)

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

-0.36 (-0.68%)

CAD 3.26B

ETFs Containing ZUE: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 0.86% 25% F 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.86% 25% F 56% F
Trailing 12 Months  
Capital Gain 23.01% 51% F 73% C
Dividend Return 1.25% 38% F 14% F
Total Return 24.26% 47% F 70% C-
Trailing 5 Years  
Capital Gain 66.46% 53% F 80% B-
Dividend Return 8.21% 47% F 17% F
Total Return 74.67% 51% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 14.17% 63% D 77% C+
Dividend Return 15.12% 59% D- 74% C
Total Return 0.95% 36% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 18.57% 17% F 47% F
Risk Adjusted Return 81.40% 37% F 87% B+
Market Capitalization 3.05B 80% B- 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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.