ZLU:CA:TSX-BMO Low Volatility US Equity (CAD)

ETF | US Equity |

Last Closing

CAD 55.36

Change

0.00 (0.00)%

Market Cap

CAD 1.97B

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: 2025-01-18 )

ETFs Containing ZLU:CA

ZLH:CA BMO Low Volatility US Equ.. 0.00 % 0.33 %

N/A

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 1.08% 9% A- 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.08% 9% A- 48% F
Trailing 12 Months  
Capital Gain 17.91% 27% F 64% D
Dividend Return 2.30% 74% C 29% F
Total Return 20.21% 27% F 62% D
Trailing 5 Years  
Capital Gain 37.54% 33% F 67% D+
Dividend Return 11.55% 70% C- 28% F
Total Return 49.09% 32% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 7.93% 19% F 59% D-
Dividend Return 9.45% 12% F 59% D-
Total Return 1.52% 68% D+ 52% F
Risk Return Profile  
Volatility (Standard Deviation) 7.86% 97% N/A 81% B-
Risk Adjusted Return 120.27% 83% B 98% N/A
Market Capitalization 1.97B 73% C 77% C+

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.

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:
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 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.