ducovest

ZPR:CA:TSX-BMO Laddered Preferred Share Index ETF (CAD)

ETF | Preferred Share Fixed Income | Toronto Stock Exchange

Last Closing

CAD 9.91

Change

+0.01 (+0.10)%

Market Cap

CAD 1.37B

Volume

0.25M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

BMO Laddered Preferred Share Index ETF has been designed to replicate, to the extent possible, the performance of the Solactive Laddered Canadian Preferred Share Index, net of expenses. The Fund invests in and holds the Constituent Securities of the Index in the same proportion as they are reflected in the Index.

Company Website : www.etfs.bmo.com

Currency: CAD

Country : Canada

Inception Date: 14/11/2012

Primary Benchmark: Solactive Lad Can Preferred Share TR CAD

Primary Index: S&P/TSX Preferred Share TR

Gross Expense Ratio: NA%

Management Expense Ratio: 0.50 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-03-27 )

Largest Industry Peers for Preferred Share Fixed Income

Symbol Name Mer Price(Change) Market Cap
HPR:CA Horizons Active Preferred Shar.. 0.63 %

+0.02 (+0.24%)

 CAD 1.05B
CPD:CA iShares S&P/TSX Canadian Prefe.. 0.50 %

+0.05 (+0.43%)

 CAD 1.03B
DXP:CA Dynamic Active Preferred Share.. 0.66 %

N/A

 CAD 0.62B
RPF:CA RBC Canadian Preferred Share E.. 0.59 %

+0.06 (+0.30%)

 CAD 0.54B
XPF:CA iShares S&P/TSX North American.. 0.47 %

+0.03 (+0.21%)

 CAD 0.18B
BPRF:CA Brompton Flaherty & Crumrine I.. 0.95 %

N/A

 CAD 0.15B
DIVS:CA Evolve Active Canadian Preferr.. 0.90 %

N/A

 CAD 0.14B
HLPR:CA Horizons Laddered Canadian Pre.. 0.00 %

+0.14 (+0.56%)

 CAD 0.10B
PR:CA Lysander-Slater Preferred Shar.. 1.03 %

+0.07 (+0.77%)

 CAD 0.08B
HFP:CA Horizons Active Hybrid Bond an.. 0.63 %

N/A

 CAD 0.06B

ETFs Containing ZPR:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Preferred Share Fixed Income) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.66% 58% F 69% C-
Dividend Return 1.48% 40% F 68% D+
Total Return 10.14% 58% F 74% C
Trailing 12 Months  
Capital Gain 10.97% 83% B 62% D
Dividend Return 5.54% 82% B 79% B-
Total Return 16.52% 92% A 68% D+
Trailing 5 Years  
Capital Gain -2.08% 58% F 40% F
Dividend Return 18.62% 67% D+ 82% B
Total Return 16.54% 77% C+ 45% F
Average Annual (5 Year Horizon)  
Capital Gain -0.09% 54% F 42% F
Dividend Return 3.73% 62% D 53% F
Total Return 3.82% 83% B 84% B
Risk Return Profile  
Volatility (Standard Deviation) 20.83% 38% F 44% F
Risk Adjusted Return 17.92% 62% D 49% F
Market Capitalization 1.37B 100% F 76% C+

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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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:
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.