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

ETF | Others |

Last Closing

CAD 17.89

Change

-0.31 (-1.70)%

Market Cap

N/A

Volume

800.00

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: 2025-05-30 )

ETFs Containing ZUP-U:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -7.50% 11% F 15% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -7.50% 10% F 14% F
Trailing 12 Months  
Capital Gain -8.16% 8% B- 16% F
Dividend Return 0.41% 13% F 7% C-
Total Return -7.75% 7% C- 15% F
Trailing 5 Years  
Capital Gain -25.71% 3% F 14% F
Dividend Return 17.19% 61% D- 45% F
Total Return -8.51% 6% D- 15% F
Average Annual (5 Year Horizon)  
Capital Gain -5.14% 4% F 10% F
Dividend Return -4.66% 3% F 9% A-
Total Return 0.47% 50% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 11.44% 43% F 66% D+
Risk Adjusted Return -40.76% 6% D- 7% C-
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

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:

There is nothing we particularly like

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.

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.