ZDJ:CA:TSX-BMO Dow Jones Industrial Average Hedged to CAD Index ETF (CAD)

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 61.92

Change

+0.11 (+0.18)%

Market Cap

CAD 0.12B

Volume

2.44K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

"The investment seeks to replicate, net of expenses, the Dow Jones Industrial Average (CAD Hedged). The fund will invest in equity securities that comprise the index. The index is a price-weighted stock index."

Inception Date: 29/05/2009

Primary Benchmark: DJ Industrial Average Hgd TR CAD

Primary Index: S&P 500 TR (Bank of Canada) CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.26 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
CVE Cenovus Energy Inc 4.73 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-03-28 )

Largest Industry Peers for US Equity

Symbol Name Mer Price(Change) Market Cap
VFV:CA Vanguard S&P 500 Index ETF 0.08 %

+1.24 (+1.01%)

CAD 12.96B
ZSP:CA BMO S&P 500 0.09 %

+0.74 (+0.98%)

CAD 12.96B
XSP:CA iShares Core S&P 500 (CAD Hedg.. 0.11 %

+0.54 (+1.01%)

CAD 9.55B
VUN:CA Vanguard US Total Market 0.16 %

+0.94 (+1.02%)

CAD 7.86B
XUS:CA iShares Core S&P 500 Index ETF 0.11 %

+0.92 (+1.07%)

CAD 5.82B
HXS:CA Horizons S&P 500 Index ETF 0.11 %

+0.75 (+1.07%)

CAD 3.33B
VSP:CA Vanguard S&P 500 CAD hedged 0.09 %

+0.84 (+1.02%)

CAD 2.98B
QUU:CA Mackenzie US Large Cap Equity .. 0.09 %

+1.77 (+0.89%)

CAD 2.89B
XUU:CA iShares Core S&P US Total Mark.. 0.07 %

+0.49 (+0.96%)

CAD 2.66B
XQQ:CA iShares NASDAQ 100 (CAD Hedged.. 0.39 %

+2.04 (+1.54%)

CAD 2.54B

ETFs Containing ZDJ:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.67% 9% A- 53% F
Dividend Return 0.39% 61% D- 15% F
Total Return 6.06% 7% C- 53% F
Trailing 12 Months  
Capital Gain 19.65% 40% F 76% C+
Dividend Return 1.78% 74% C 33% F
Total Return 21.43% 40% F 76% C+
Trailing 5 Years  
Capital Gain 43.30% 39% F 68% D+
Dividend Return 8.44% 68% D+ 44% F
Total Return 51.74% 39% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 6.55% 39% F 68% D+
Dividend Return 8.02% 38% F 66% D+
Total Return 1.47% 71% C- 44% F
Risk Return Profile  
Volatility (Standard Deviation) 15.40% 38% F 53% F
Risk Adjusted Return 52.06% 31% F 80% B-
Market Capitalization 0.12B 60% D- 58% 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:
Positive cash flow

The company had positive total cash flow in the most recent four quarters.

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 on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

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.

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.