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: 2024-05-07 )

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% 36% F 36% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.94% 36% F 33% F
Trailing 12 Months  
Capital Gain 14.19% 66% D+ 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.19% 65% D 65% D
Trailing 5 Years  
Capital Gain -20.37% 4% F 19% F
Dividend Return 1.54% 68% D+ 8% B-
Total Return -18.83% 4% F 17% 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.