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

ETF | Others |

Last Closing

CAD 19.47

Change

0.00 (0.00)%

Market Cap

N/A

Volume

1.90K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-04 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
XEF-U:CA iShares Core MSCI EAFE IMI Ind..

-0.46 (-1.63%)

CAD 6.19B
CASH:CA GLOBAL X HIGH INTEREST SAVINGS..

N/A

CAD 4.84B
PHYS-U:CA Sprott Physical Gold Trust

-0.38 (-2.06%)

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

-0.51 (-0.76%)

CAD 4.54B
HXT-U:CA Horizons S&P/TSX 60 Index ETF

+0.21 (+0.50%)

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

-0.43 (-1.89%)

CAD 3.78B
XEQT:CA iShares Core Equity Portfolio

-0.14 (-0.45%)

CAD 3.54B
PSLV-U:CA Sprott Physical Silver Trust

-0.20 (-1.90%)

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

-0.05 (-0.23%)

CAD 2.78B
NUBF:CA NBI Unconstrained Fixed Income..

-0.20 (-0.94%)

CAD 2.52B

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 1.94% 40% F 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.94% 39% F 35% F
Trailing 12 Months  
Capital Gain 14.60% 69% C- 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.60% 69% C- 68% D+
Trailing 5 Years  
Capital Gain -20.53% 4% F 20% F
Dividend Return 1.54% 68% D+ 8% B-
Total Return -18.99% 4% F 18% F
Average Annual (5 Year Horizon)  
Capital Gain -5.74% 6% D- 13% F
Dividend Return -5.53% 6% D- 10% F
Total Return 0.21% 83% B 20% F
Risk Return Profile  
Volatility (Standard Deviation) 11.13% 41% F 67% D+
Risk Adjusted Return -49.69% 18% F 11% F
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:
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.

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.

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.