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

ETF | US Equity |

Last Closing

CAD 83.16

Change

0.00 (0.00)%

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: 2025-02-01 )

ETFs Containing ZUE:CA

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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 2.60% 24% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.60% 19% F 56% F
Trailing 12 Months  
Capital Gain 20.57% 47% F 70% C-
Dividend Return 1.20% 38% F 14% F
Total Return 21.78% 46% F 66% D+
Trailing 5 Years  
Capital Gain 73.18% 53% F 80% B-
Dividend Return 8.39% 49% F 17% F
Total Return 81.57% 54% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 14.31% 63% D 77% C+
Dividend Return 15.26% 56% F 74% C
Total Return 0.95% 36% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 18.60% 17% F 47% F
Risk Adjusted Return 82.02% 36% F 86% 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.