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

ETF | US Equity |

Last Closing

CAD 83.32

Change

-0.24 (-0.29)%

Market Cap

CAD 3.17B

Volume

0.01M

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: 2025-02-12 )

Largest Industry Peers for US Equity

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

-0.53 (-0.34%)

CAD 21.68B
ZSP:CA BMO S&P 500

-0.27 (-0.28%)

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

-0.18 (-0.29%)

CAD 12.06B
VUN:CA Vanguard US Total Market

-0.31 (-0.27%)

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

-0.22 (-0.41%)

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

-0.27 (-0.28%)

CAD 4.16B
QUU:CA Mackenzie US Large Cap Equity ..

-1.19 (-0.48%)

CAD 3.65B
XUU:CA iShares Core S&P US Total Mark..

-0.21 (-0.33%)

CAD 3.50B
XQQ:CA iShares NASDAQ 100 (CAD Hedged..

+0.02 (+0.04%)

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 2.80% 52% F 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.80% 50% F 62% D
Trailing 12 Months  
Capital Gain 19.80% 46% F 69% C-
Dividend Return 1.19% 38% F 15% F
Total Return 20.99% 49% F 66% D+
Trailing 5 Years  
Capital Gain 67.21% 54% F 78% C+
Dividend Return 8.09% 49% F 17% F
Total Return 75.30% 56% F 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 14.34% 63% D 77% C+
Dividend Return 15.29% 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 82.16% 34% 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.