Values as of: 2025-04-22
ETF | US Equity |
Last Closing
CAD 81.57Change
+1.92 (+2.41)%Market Cap
CAD 0.94BVolume
0.02MAnalyst 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 |
+3.03 (+2.39%) |
CAD 21.09B |
| ZSP:CA | BMO S&P 500 |
+1.88 (+2.41%) |
CAD 17.10B |
| XSP:CA | iShares Core S&P 500 (CAD Hedg.. |
+1.29 (+2.41%) |
CAD 11.46B |
| VUN:CA | Vanguard US Total Market |
+2.35 (+2.47%) |
CAD 10.87B |
| XUS:CA | iShares Core S&P 500 Index ETF |
+1.07 (+2.41%) |
CAD 8.70B |
| HXS:CA | Global X S&P 500 Corporate Cla.. |
+1.82 (+2.48%) |
CAD 4.34B |
| VSP:CA | Vanguard S&P 500 CAD hedged |
+2.04 (+2.45%) |
CAD 4.04B |
| QUU:CA | Mackenzie US Large Cap Equity .. |
+5.07 (+2.47%) |
CAD 3.60B |
| XUU:CA | iShares Core S&P US Total Mark.. |
+1.27 (+2.42%) |
CAD 3.34B |
| ZUE:CA | BMO S&P 500 (CAD Hedged) |
+1.66 (+2.34%) |
CAD 3.23B |
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 | -16.42% | 3% | F | 15% | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -16.42% | 3% | F | 14% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 5.80% | 80% | B- | 61% | D- | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 5.80% | 58% | F | 48% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | 107.24% | 100% | F | 82% | B | ||
| Dividend Return | 1.75% | 6% | D- | 3% | F | ||
| Total Return | 108.99% | 98% | N/A | 76% | C+ | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 18.24% | 100% | F | 84% | B | ||
| Dividend Return | 18.29% | 100% | F | 83% | B | ||
| Total Return | 0.05% | 2% | F | 3% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 21.17% | 5% | F | 39% | F | ||
| Risk Adjusted Return | 86.38% | 44% | F | 87% | B+ | ||
| Market Capitalization | 0.94B | 61% | D- | 69% | 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.
