ZLU:CA:TSX-BMO Low Volatility US Equity ETF (CAD)

ETF | Others | TSX

Last Closing Price

CAD 38.12

Change

-0.21 (-0.55)%

Market Cap

CAD 0.97B

Volume

0.04M

Average Target Price

N/A
Average Analyst Rating

N/A

STA Verdict

Verdict

About

Inception Date: 19/03/2013

Primary Benchmark: S&P 500 TR CAD

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

Gross Expense Ratio: NA%

Management Expense Ratio: 0.33 %

Market Stats

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Valuation Growth & Performance

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-10-22 )

Largest Industry Peers for Others

Symbol Name Mer Price(Change) Market Cap
BASE-B:CA Evolve Global Materials & .. 0.00 %

+0.08 (+0.42%)

N/A
BKL-F:CA Invesco Senior Loan Index ETF .. 0.00 %

-0.01 (-0.05%)

N/A
CAPS-B:CA Evolve Active US Core Equity F.. 0.00 %

+0.10 (+0.46%)

N/A
CAPS-U:CA Evolve Active US Core Equity F.. 0.00 %

+0.09 (+0.47%)

N/A
CES-B:CA CI First Asset Core U.S. Equit.. 0.00 %

+0.05 (+0.19%)

N/A
CGAA:CA CI First Asset Global Asset Al.. 0.00 %

+0.01 (+0.05%)

N/A
CGL-C:CA iShares Gold Bullion ETF (Non-.. 0.00 %

+0.08 (+0.48%)

N/A
CHNA-B:CA WisdomTree ICBCCS S&P Chin.. 0.00 %

-0.05 (-0.20%)

N/A
CYBR-B:CA Evolve Cyber Security Index Fu.. 0.00 %

-0.25 (-0.89%)

N/A
CYBR-U:CA Evolve Cyber Security Index Fu.. 0.00 %

+0.01 (+0.03%)

N/A

ETFs Containing ZLU:CA

Symbol Name Weight Mer Price(Change) Market Cap

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 16.43% 80% B- 72% C-
Dividend Return 0.92% 20% F 17% F
Total Return 17.35% 79% C+ 71% C-
Trailing 12 Months  
Capital Gain 14.54% 92% A- 82% B-
Dividend Return 1.50% 25% F 23% F
Total Return 16.05% 92% A- 81% B-
Trailing 5 Years  
Capital Gain 83.27% 96% A 87% B+
Dividend Return 10.83% 38% F 36% F
Total Return 94.10% 97% A+ 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 9.65% 95% A 79% C+
Dividend Return 1.61% 47% F 41% F
Total Return 11.26% 95% A 78% C+
Risk Return Profile  
Volatility (Standard Deviation) 7.91% 38% F 71% C-
Risk Adjusted Return 142.28% 95% A 96% A
Market Capitalization 0.97B 93% A 75% C
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

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:
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.

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.

Positive cash flow

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

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.

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.