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

ETF | US Equity |

Last Closing

CAD 77.93

Change

0.00 (0.00)%

Market Cap

CAD 3.23B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-05-03 )

ETFs Containing ZUE:CA

N/A

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 -3.85% 67% D+ 35% F
Dividend Return 0.25% 31% F 10% F
Total Return -3.60% 67% D+ 34% F
Trailing 12 Months  
Capital Gain 9.42% 47% F 65% D
Dividend Return 1.14% 37% F 20% F
Total Return 10.56% 43% F 60% D-
Trailing 5 Years  
Capital Gain 88.78% 61% D- 76% C+
Dividend Return 9.81% 57% F 17% F
Total Return 98.59% 61% D- 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 12.57% 55% F 77% C+
Dividend Return 13.48% 55% F 74% C
Total Return 0.91% 31% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 17.02% 21% F 48% F
Risk Adjusted Return 79.18% 33% F 83% B
Market Capitalization 3.23B 82% B 82% 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.