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

ETF | US Equity |

Last Closing

CAD 77.59

Change

0.00 (0.00)%

Market Cap

CAD 3.22B

Volume

0.02M

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: 2025-03-15 )

ETFs Containing ZUE:CA

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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 -4.27% 34% F 28% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.27% 34% F 27% F
Trailing 12 Months  
Capital Gain 8.87% 34% F 56% F
Dividend Return 1.16% 38% F 16% F
Total Return 10.03% 36% F 50% F
Trailing 5 Years  
Capital Gain 121.78% 67% D+ 76% C+
Dividend Return 11.52% 58% F 19% F
Total Return 133.30% 67% D+ 72% C
Average Annual (5 Year Horizon)  
Capital Gain 14.29% 61% D- 77% C+
Dividend Return 15.22% 58% F 74% C
Total Return 0.94% 36% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 18.57% 15% F 46% F
Risk Adjusted Return 81.97% 32% F 85% B
Market Capitalization 3.22B 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.