ZESG:CA:TSX-BMO Balanced ESG ETF (CAD)

ETF | Others |

Last Closing

CAD 38.8

Change

+0.04 (+0.10)%

Market Cap

CAD 0.06B

Volume

954.00

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: 2025-06-12 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
XEQT:CA iShares Core Equity Portfolio

-0.40 (-1.14%)

CAD 6.91B
CASH:CA GLOBAL X HIGH INTEREST SAVINGS..

+0.01 (+0.02%)

CAD 6.63B
XEF-U:CA iShares Core MSCI EAFE IMI Ind..

-0.47 (-1.50%)

CAD 6.19B
PHYS-U:CA Sprott Physical Gold Trust

+0.35 (+1.35%)

CAD 4.76B
XUS-U:CA iShares Core S&P 500 Index ETF

-0.42 (-1.10%)

CAD 4.54B
ZMMK:CA BMO Money Market Fund ETF Seri..

N/A

CAD 4.20B
HXT-U:CA Global X S&P/TSX 60 Index ETF

-0.15 (-0.29%)

CAD 3.92B
CEF-U:CA Sprott Physical Gold and Silve..

+0.26 (+0.85%)

CAD 3.78B
PSLV-U:CA Sprott Physical Silver Trust

+0.01 (+0.08%)

CAD 3.29B
NSCB:CA NBI Sustainable Canadian Bond ..

-0.06 (-0.27%)

CAD 2.78B

ETFs Containing ZESG: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 1.65% 62% D 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.65% 59% D- 45% F
Trailing 12 Months  
Capital Gain 8.11% 59% D- 49% F
Dividend Return 1.50% 41% F 27% F
Total Return 9.61% 59% D- 46% F
Trailing 5 Years  
Capital Gain 31.30% 49% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 31.30% 40% F 37% F
Average Annual (5 Year Horizon)  
Capital Gain 5.05% 60% D- 53% F
Dividend Return 5.37% 58% F 47% F
Total Return 0.32% 34% F 15% F
Risk Return Profile  
Volatility (Standard Deviation) 10.28% 47% F 71% C-
Risk Adjusted Return 52.21% 58% F 62% D
Market Capitalization 0.06B 51% F 27% 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:

There is nothing we particularly like

What to not like:
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.