ducovest

ZUB:CA:TSX-BMO Equal Weight US Banks Hedged to CAD Index ETF (CAD)

ETF | Financial Services Equity |

Last Closing

CAD 34.51

Change

0.00 (0.00)%

Market Cap

CAD 0.39B

Volume

0.15M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-02-02 )

Largest Industry Peers for Financial Services Equity

Symbol Name Price(Change) Market Cap
ZEB:CA BMO S&P/TSX Equal Weight Banks

N/A

 CAD 4.10B
ZWB:CA BMO Covered Call Canadian Bank..

N/A

 CAD 3.17B
XFN:CA iShares S&P/TSX Capped Financi..

N/A

 CAD 1.72B
ZBK:CA BMO Equal Weight US Banks Inde..

N/A

 CAD 0.81B
FSF:CA CI Global Financial Sector ETF

N/A

 CAD 0.46B
ZWK:CA BMO Covered Call US Banks ETF

N/A

 CAD 0.35B
BANK:CA Evolve Canadian Banks and Life..

N/A

 CAD 0.34B
RBNK:CA RBC Canadian Bank Yield Index ..

N/A

 CAD 0.27B
CEW:CA iShares Equal Weight Banc & Li..

N/A

 CAD 0.24B
HEWB:CA Global X Equal Weight Canadian..

N/A

 CAD 0.18B

ETFs Containing ZUB:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial Services Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.57% 80% B- 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.57% 80% B- 88% B+
Trailing 12 Months  
Capital Gain 40.23% 80% B- 89% A-
Dividend Return 2.99% 28% F 44% F
Total Return 43.21% 80% B- 89% A-
Trailing 5 Years  
Capital Gain 18.67% 50% F 52% F
Dividend Return 12.02% 24% F 29% F
Total Return 30.69% 35% F 45% F
Average Annual (5 Year Horizon)  
Capital Gain 14.09% 70% C- 76% C+
Dividend Return 16.37% 70% C- 77% C+
Total Return 2.28% 33% F 65% D
Risk Return Profile  
Volatility (Standard Deviation) 40.50% 10% F 21% F
Risk Adjusted Return 40.40% 35% F 52% F
Market Capitalization 0.39B 74% C 55% 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:

There is nothing we particularly like

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.