ZLB:CA:TSX-BMO Low Volatility Canadian Equity ETF

ETF | Canadian Equity | Toronto Stock Exchange

Last Closing

CAD 34.03

Change

+0.20 (+0.59)%

Market Cap

CAD 1.33B

Volume

0.26M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to provide long term capital growth, with less volatility than the broad market. The fund provides exposure to a weighted portfolio of lower beta Canadian stocks.

Inception Date: 21/10/2011

Primary Benchmark: S&P/TSX Capped Composite TR CAD

Primary Index: S&P/TSX Composite TR

Gross Expense Ratio: NA%

Management Expense Ratio: 0.39 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-06-18 )

Largest Industry Peers for Canadian Equity

Symbol Name Mer Price(Change) Market Cap
XIU:CA iShares S&P/TSX 60 0.18 %

+0.32 (+0.96%)

CAD 12.48B
XIC:CA iShares Core S&P/TSX Capped Co.. 0.06 %

+0.35 (+1.00%)

CAD 11.55B
ZCN:CA BMO S&P/TSX Capped Composite 0.05 %

+0.04 (+0.14%)

CAD 7.26B
VCN:CA Vanguard FTSE Canada All Cap 0.06 %

+0.44 (+0.99%)

CAD 6.28B
HXT:CA Horizons S&P/TSX 60 Index ETF 0.03 %

+0.51 (+0.91%)

CAD 3.75B
VCE:CA Vanguard FTSE Canada 0.06 %

+0.38 (+0.79%)

CAD 1.59B
QCN:CA Mackenzie Canadian Equity Inde.. 0.06 %

+0.78 (+0.58%)

CAD 1.37B
WXM:CA First Asset Morningstar Canada.. 0.67 %

-0.03 (-0.11%)

CAD 0.55B
MKC:CA Mackenzie Maximum Diversificat.. 0.59 %

+0.35 (+1.05%)

CAD 0.41B
XESG:CA iShares ESG Aware MSCI Canada .. 0.00 %

+0.21 (+0.79%)

CAD 0.37B

ETFs Containing ZLB:CA

SCAD:CA 0.00 % 0.74 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Canadian Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.51% 88% B+ 84% B
Dividend Return 0.73% 56% F 20% F
Total Return 18.23% 88% B+ 84% B
Trailing 12 Months  
Capital Gain 9.88% 97% N/A 87% B+
Dividend Return 2.62% 67% D+ 32% F
Total Return 12.50% 97% N/A 87% B+
Trailing 5 Years  
Capital Gain 54.19% 95% A 87% B+
Dividend Return 13.89% 67% D+ 38% F
Total Return 68.08% 95% A 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 5.80% 95% A 75% C
Dividend Return 8.00% 97% N/A 75% C
Total Return 2.21% 69% C- 42% F
Risk Return Profile  
Volatility (Standard Deviation) 6.43% 59% D- 74% C
Risk Adjusted Return 124.49% 100% F 95% A
Market Capitalization 1.33B 88% B+ 89% A-

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.

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:

There is nothing we particularly dislike