ZMU:CA:TSX-BMO Mid-Term US IG Corporate Bond CAD Hedged (CAD)

ETF | Global Corporate Fixed Income |

Last Closing

CAD 12.68

Change

+0.06 (+0.48)%

Market Cap

CAD 3.07B

Volume

2.70K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-02-25 )

Largest Industry Peers for Global Corporate Fixed Income

Symbol Name Price(Change) Market Cap
ZIC:CA BMO Mid-Term US IG Corporate B..

+0.18 (+0.97%)

CAD 3.13B
QUIG:CA Mackenzie US Investment Grade ..

-0.05 (-0.06%)

CAD 0.57B
XIG:CA iShares U.S. IG Corporate Bond..

+0.08 (+0.40%)

CAD 0.40B
RUSB:CA RBC Short Term U.S. Corporate ..

+0.15 (+0.68%)

CAD 0.31B
ZSU:CA BMO Short-Term US IG Corporate..

+0.04 (+0.30%)

CAD 0.18B
EARN:CA Evolve Active Global Fixed Inc..

-0.01 (-0.02%)

CAD 0.02B
TUSB:CA TD Select U.S. Short Term Corp..

+0.03 (+0.20%)

CAD 0.01B
IGCF:CA PIMCO Investment Grade Credit ..

+0.02 (+0.12%)

CAD 0.01B

ETFs Containing ZMU:CA

ZBAL:CA BMO Balanced ETF 0.00 % 0.00 %

+0.14 (+0.62%)

CAD 0.29B
ZGRO:CA BMO Growth ETF 0.00 % 0.00 %

+0.18 (+0.62%)

CAD 0.39B
ZCON:CA BMO Conservative ETF 0.00 % 0.00 %

+0.15 (+0.62%)

CAD 0.05B
ZMI:CA BMO Monthly Income 0.00 % 0.61 %

+0.11 (+0.62%)

CAD 0.15B

Market Performance

  Market Performance vs. Industry/Classification (Global Corporate Fixed Income) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.68% 89% A- 57% F
Dividend Return 0.34% 56% F 29% F
Total Return 2.02% 89% A- 59% D-
Trailing 12 Months  
Capital Gain 1.60% 44% F 23% F
Dividend Return 3.76% 33% F 59% D-
Total Return 5.36% 56% F 24% F
Trailing 5 Years  
Capital Gain -18.61% 44% F 18% F
Dividend Return 16.87% 78% C+ 50% F
Total Return -1.74% 44% F 18% F
Average Annual (5 Year Horizon)  
Capital Gain -4.79% 44% F 9% A-
Dividend Return -2.30% 44% F 11% F
Total Return 2.49% 67% D+ 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 7.75% 33% F 82% B
Risk Adjusted Return -29.73% 44% F 9% A-
Market Capitalization 3.07B 89% A- 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.

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.

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.