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

ETF | Preferred Share Fixed Income |

Last Closing

CAD 22.3

Change

+0.07 (+0.31)%

Market Cap

CAD 0.05B

Volume

250.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-01-30 )

Largest Industry Peers for Preferred Share Fixed Income

Symbol Name Price(Change) Market Cap
ZPR:CA BMO Laddered Preferred Share

-0.01 (-0.09%)

CAD 1.43B
HPR:CA Global X Active Preferred Shar..

+0.04 (+0.42%)

CAD 1.06B
CPD:CA iShares S&P/TSX Canadian Prefe..

+0.03 (+0.24%)

CAD 0.99B
TPRF:CA TD Active Preferred Share ETF

-0.01 (-0.09%)

CAD 0.33B
XPF:CA iShares S&P/TSX North American..

+0.03 (+0.19%)

CAD 0.20B
BPRF:CA Brompton Flaherty & Crumrine I..

-0.01 (-0.04%)

CAD 0.18B
NPRF:CA NBI Active Canadian Preferred ..

+0.01 (+0.04%)

CAD 0.15B
PR:CA Lysander-Slater Preferred Shar..

-0.02 (-0.20%)

CAD 0.08B
FPR:CA CI Preferred Share ETF

N/A

CAD 0.06B
DIVS:CA Evolve Active Canadian Preferr..

-0.01 (-0.06%)

CAD 0.05B

ETFs Containing ZUP:CA

ZMI:CA BMO Monthly Income 0.00 % 0.61 %

+0.05 (+0.28%)

CAD 0.14B

Market Performance

  Market Performance vs. Industry/Classification (Preferred Share Fixed Income) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.05% 100% F 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.05% 100% F 59% D-
Trailing 12 Months  
Capital Gain 9.64% 25% F 45% F
Dividend Return 2.64% 20% F 38% F
Total Return 12.28% 25% F 42% F
Trailing 5 Years  
Capital Gain -12.72% 25% F 22% F
Dividend Return 23.24% 33% F 65% D
Total Return 10.52% 25% F 29% F
Average Annual (5 Year Horizon)  
Capital Gain -3.29% 13% F 13% F
Dividend Return -0.30% 13% F 18% F
Total Return 2.98% 47% F 74% C
Risk Return Profile  
Volatility (Standard Deviation) 10.57% 100% F 72% C
Risk Adjusted Return -2.85% 13% F 18% F
Market Capitalization 0.05B 23% F 24% F

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:
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.

Below median total returns

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

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.