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

ETF | US Equity |

Last Closing

CAD 83.26

Change

-0.62 (-0.74)%

Market Cap

CAD 3.17B

Volume

0.03M

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: 2025-01-21 )

Largest Industry Peers for US Equity

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

-0.11 (-0.07%)

CAD 21.68B
ZSP:CA BMO S&P 500

+0.10 (+0.11%)

CAD 19.55B
XSP:CA iShares Core S&P 500 (CAD Hedg..

-0.10 (-0.16%)

CAD 12.06B
VUN:CA Vanguard US Total Market

+0.61 (+0.53%)

CAD 11.46B
XUS:CA iShares Core S&P 500 Index ETF

-0.02 (-0.04%)

CAD 8.74B
HXS:CA Global X S&P 500 Corporate Cla..

-0.79 (-0.88%)

CAD 4.79B
VSP:CA Vanguard S&P 500 CAD hedged

+0.11 (+0.11%)

CAD 4.16B
XUU:CA iShares Core S&P US Total Mark..

-0.01 (-0.02%)

CAD 3.50B
QUU:CA Mackenzie US Large Cap Equity ..

-1.25 (-0.50%)

CAD 3.48B
XQQ:CA iShares NASDAQ 100 (CAD Hedged..

-0.34 (-0.63%)

CAD 3.42B

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 2.73% 59% D- 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.73% 59% D- 65% D
Trailing 12 Months  
Capital Gain 22.98% 51% F 73% C
Dividend Return 1.23% 38% F 14% F
Total Return 24.21% 46% F 70% C-
Trailing 5 Years  
Capital Gain 69.75% 53% F 80% B-
Dividend Return 8.22% 47% F 17% F
Total Return 77.96% 53% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 14.22% 63% D 77% C+
Dividend Return 15.17% 58% F 74% C
Total Return 0.95% 36% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 18.58% 17% F 47% F
Risk Adjusted Return 81.63% 37% F 87% B+
Market Capitalization 3.17B 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.