Values as of: 2025-03-13
ETF | US Equity |
Last Closing
CAD 89.69Change
-1.32 (-1.45)%Market Cap
CAD 1.40BVolume
0.03MAnalyst Target
N/AVerdict
Verdict
This fund’s objective is to provide a return that is similar to the return of an exchange traded fund that invests primarily in U.S. equities listed on the NASDAQ-100 Index, or its successor index. The fund may invest all or a portion of its assets in an exchange traded fund that invests in such securities, invest directly in the underlying securities held by the exchange traded fund and/or use derivatives to provide the fund with a return determined by reference to the exchange traded fund or its reference index.
Company Website : http://www.bmo.com/gam/ca
Currency: CAD
Country : Canada
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| VFV:CA | Vanguard S&P 500 Index ETF |
-1.40 (-0.98%) |
CAD 22.27B |
| ZSP:CA | BMO S&P 500 |
-0.82 (-0.93%) |
CAD 19.82B |
| XSP:CA | iShares Core S&P 500 (CAD Hedg.. |
-0.82 (-1.41%) |
CAD 11.85B |
| VUN:CA | Vanguard US Total Market |
-1.21 (-1.13%) |
CAD 11.53B |
| XUS:CA | iShares Core S&P 500 Index ETF |
-0.50 (-1.00%) |
CAD 8.94B |
| HXS:CA | Global X S&P 500 Corporate Cla.. |
-0.85 (-1.03%) |
CAD 4.81B |
| VSP:CA | Vanguard S&P 500 CAD hedged |
-1.37 (-1.52%) |
CAD 4.32B |
| QUU:CA | Mackenzie US Large Cap Equity .. |
-2.73 (-1.18%) |
CAD 3.65B |
| XQQ:CA | iShares NASDAQ 100 (CAD Hedged.. |
-0.93 (-1.90%) |
CAD 3.55B |
| XUU:CA | iShares Core S&P US Total Mark.. |
-0.68 (-1.15%) |
CAD 3.54B |
N/A
| 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 | -8.10% | 7% | C- | 20% | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -8.10% | 7% | C- | 19% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 13.94% | 73% | C | 76% | C+ | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 13.94% | 58% | F | 65% | D | ||
| Trailing 5 Years | |||||||
| Capital Gain | 156.70% | 100% | F | 86% | B+ | ||
| Dividend Return | 1.97% | 6% | D- | 2% | F | ||
| Total Return | 158.67% | 98% | N/A | 84% | B | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 19.40% | 100% | F | 84% | B | ||
| Dividend Return | 19.44% | 100% | F | 82% | B | ||
| Total Return | 0.05% | 2% | F | 3% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 21.81% | 5% | F | 40% | F | ||
| Risk Adjusted Return | 89.12% | 47% | F | 89% | A- | ||
| Market Capitalization | 1.40B | 69% | C- | 73% | C | ||
| 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.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
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.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
The company has under performed its peers on annual average total returns in the past 5 years.
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.
