ducovest

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

ETF | US Equity |

Last Closing

CAD 35.31

Change

-0.04 (-0.11)%

Market Cap

N/A

Volume

277.00

Analyst Target

N/A
Analyst Rating

N/A

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: 2025-02-21 )

Largest Industry Peers for US Equity

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

-2.08 (-1.35%)

 CAD 22.27B
ZSP:CA BMO S&P 500

-1.24 (-1.31%)

 CAD 19.82B
XSP:CA iShares Core S&P 500 (CAD Hedg..

-1.06 (-1.67%)

 CAD 11.85B
VUN:CA Vanguard US Total Market

-1.76 (-1.52%)

 CAD 11.53B
XUS:CA iShares Core S&P 500 Index ETF

-0.72 (-1.34%)

 CAD 8.94B
HXS:CA Global X S&P 500 Corporate Cla..

-1.25 (-1.40%)

 CAD 4.81B
VSP:CA Vanguard S&P 500 CAD hedged

-1.67 (-1.69%)

 CAD 4.32B
QUU:CA Mackenzie US Large Cap Equity ..

-2.60 (-1.04%)

 CAD 3.65B
XQQ:CA iShares NASDAQ 100 (CAD Hedged..

-1.14 (-2.06%)

 CAD 3.55B
XUU:CA iShares Core S&P US Total Mark..

-0.95 (-1.48%)

 CAD 3.54B

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 4.75% 90% A- 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.75% 90% A- 78% C+
Trailing 12 Months  
Capital Gain 10.52% 15% F 50% F
Dividend Return 2.38% 79% B- 35% F
Total Return 12.90% 17% F 47% F
Trailing 5 Years  
Capital Gain 21.05% 18% F 55% F
Dividend Return 11.52% 72% C 28% F
Total Return 32.57% 9% A- 48% F
Average Annual (5 Year Horizon)  
Capital Gain 6.80% 8% B- 55% F
Dividend Return 8.56% 7% C- 56% F
Total Return 1.75% 75% C 56% F
Risk Return Profile  
Volatility (Standard Deviation) 9.54% 88% B+ 75% C
Risk Adjusted Return 89.69% 49% F 90% 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.