ducovest

ZUP:CA:TSX-BMO US Preferred Share Index ETF (CAD)

ETF | Preferred Share Fixed Income | Toronto Stock Exchange

Last Closing

CAD 20.18

Change

-0.24 (-1.18)%

Market Cap

CAD 7.38M

Volume

105.00

Analyst Target

N/A
Analyst Rating

Verdict

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: 2025-04-04 )

Largest Industry Peers for Preferred Share Fixed Income

Symbol Name Price(Change) Market Cap
ZPR:CA BMO Laddered Preferred Share

N/A

 CAD 1.44B
HPR:CA Global X Active Preferred Shar..

N/A

 CAD 0.99B
CPD:CA iShares S&P/TSX Canadian Prefe..

N/A

 CAD 0.97B
TPRF:CA TD Active Preferred Share ETF

N/A

 CAD 0.35B
XPF:CA iShares S&P/TSX North American..

N/A

 CAD 0.20B
BPRF:CA Brompton Flaherty & Crumrine I..

N/A

 CAD 0.19B
NPRF:CA NBI Active Canadian Preferred ..

N/A

 CAD 0.14B
PR:CA Lysander-Slater Preferred Shar..

N/A

 CAD 0.08B
FPR:CA CI Preferred Share ETF

N/A

 CAD 0.06B
DIVS:CA Evolve Active Canadian Preferr..

N/A

 CAD 0.04B

ETFs Containing ZUP:CA

ZMI:CA BMO Monthly Income 0.00 % 0.61 %

N/A

 CAD 0.15B

Market Performance

  Market Performance vs. Industry/Classification (Preferred Share Fixed Income) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -6.75% 6% D- 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.75% 6% D- 39% F
Trailing 12 Months  
Capital Gain -3.31% 13% F 32% F
Dividend Return 1.57% 13% F 27% F
Total Return -1.74% 13% F 30% F
Trailing 5 Years  
Capital Gain -2.79% 19% F 21% F
Dividend Return 27.25% 13% F 59% D-
Total Return 24.46% 13% F 26% F
Average Annual (5 Year Horizon)  
Capital Gain -3.29% 13% F 13% F
Dividend Return -0.45% 13% F 17% F
Total Return 2.84% 40% F 71% C-
Risk Return Profile  
Volatility (Standard Deviation) 10.14% 94% A 73% C
Risk Adjusted Return -4.39% 13% F 17% F
Market Capitalization 7.38M 31% F 23% F

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:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Negative earnings

The company had negative total earnings in the most recent four quarters.