ZLH:CA:TSX-BMO Low Volatility US Equity Hedged to CAD ETF (CAD)

ETF | US Equity |

Last Closing

CAD 34.28

Change

-0.10 (-0.29)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-29 )

Largest Industry Peers for US Equity

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

-0.44 (-0.28%)

CAD 21.68B
ZSP:CA BMO S&P 500

-0.23 (-0.24%)

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

-0.30 (-0.48%)

CAD 12.06B
VUN:CA Vanguard US Total Market

-0.32 (-0.27%)

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

-0.12 (-0.22%)

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

+0.27 (+0.30%)

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

-0.35 (-0.36%)

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

-0.18 (-0.28%)

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

-0.83 (-0.33%)

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

-0.11 (-0.20%)

CAD 3.42B

ETFs Containing ZLH: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 1.69% 7% C- 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.69% 7% C- 49% F
Trailing 12 Months  
Capital Gain 8.76% 8% B- 43% F
Dividend Return 2.41% 79% B- 33% F
Total Return 11.17% 5% F 39% F
Trailing 5 Years  
Capital Gain 20.79% 18% F 53% F
Dividend Return 11.84% 72% C 29% F
Total Return 32.63% 7% C- 46% F
Average Annual (5 Year Horizon)  
Capital Gain 6.60% 8% B- 54% F
Dividend Return 8.34% 7% C- 56% F
Total Return 1.74% 75% C 56% F
Risk Return Profile  
Volatility (Standard Deviation) 9.60% 88% B+ 75% C
Risk Adjusted Return 86.92% 46% F 89% A-
Market Capitalization N/A N/A N/A N/A N/A

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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (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:
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.