ducovest

ZFN:CA:TSX-BMO SIA Focused North American Equity Fund ETF Series (CAD)

ETF | North American Equity |

Last Closing

CAD 47.98

Change

-0.04 (-0.08)%

Market Cap

CAD 0.19B

Volume

260.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for North American Equity

Symbol Name Price(Change) Market Cap
PDF:CA Purpose Core Dividend

-0.03 (-0.10%)

 CAD 0.16B
WOMN:CA BMO Women In Leadership Fund S..

N/A

 CAD 0.15B
PDIV:CA Purpose Enhanced Dividend Fund..

+0.01 (+0.11%)

 CAD 0.05B
PBI:CA Purpose Best Ideas

N/A

 CAD 0.01B

ETFs Containing ZFN:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (North American Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.88% 100% F 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.88% 100% F 86% B+
Trailing 12 Months  
Capital Gain 28.81% 80% B- 85% B
Dividend Return 1.07% 33% F 19% F
Total Return 29.88% 80% B- 84% B
Trailing 5 Years  
Capital Gain 52.08% 80% B- 72% C
Dividend Return 4.77% 33% F 19% F
Total Return 56.85% 100% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 5.97% 60% D- 65% D
Dividend Return 6.74% 80% B- 63% D
Total Return 0.77% 33% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 10.36% 100% F 69% C-
Risk Adjusted Return 65.09% 100% F 90% A-
Market Capitalization 0.19B 100% F 48% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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:
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.