(ZBK) BMO Equal Weight US - Performance 28.5% in 12m
ZBK performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
47.35%
#27 in Peer-Group
Rel. Strength
76.56%
#1797 in Stock-Universe
Total Return 12m
28.53%
#19 in Peer-Group
Total Return 5y
114.66%
#13 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CAD |
|---|---|
| 52 Week High | 40.04 CAD |
| 52 Week Low | 29.35 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 80.09 |
| Buy/Sell Signal +-5 | 1.15 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: ZBK (28.5%) vs XLF (25.3%)
5y Drawdown (Underwater) Chart
Top Performer in Financial Services Equity
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| CEW TO iShares Equal Weight Banc |
2.77% | 36.1% | 147% | - | - | - | - | - |
| XFN TO iShares S&P/TSX Capped |
3.9% | 33.3% | 137% | - | - | - | - | - |
| ZEB TO BMO S&P/TSX Equal Weight |
5.35% | 34.9% | 139% | - | - | - | - | - |
| ZWB TO BMO Covered Call Canadian |
4.42% | 25.8% | 94.5% | - | - | - | - | - |
| HBNK TO Global X Equal Weight Banks |
5.3% | 35% | 53.1% | - | - | - | - | - |
| BKCL TO Global X Enhanced Equal |
4.54% | 26.9% | 36.7% | - | - | - | - | - |
| HMAX TO Hamilton Canadian |
3.14% | 24% | 31.2% | - | - | - | - | - |
| ZBK TO BMO Equal Weight US Banks |
10.7% | 28.5% | 115% | - | - | - | - | - |
Performance Comparison: ZBK vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for ZBK
| Total Return (including Dividends) | ZBK | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 10.68% | 2.63% | 4.01% |
| 3 Months | 30.26% | 12.15% | 17.14% |
| 12 Months | 28.53% | 25.34% | 13.46% |
| 5 Years | 114.66% | 142.35% | 112.73% |
| Trend Score (consistency of price movement) | ZBK | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 96.5% | 83.5% | 90.3% |
| 3 Months | 85.9% | 86.2% | 97.5% |
| 12 Months | 33% | 78.1% | 46.4% |
| 5 Years | 38.2% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th100.00 | 7.85% | 6.42% |
| 3 Month | %th92.11 | 16.16% | 11.20% |
| 12 Month | %th52.63 | 2.54% | 13.28% |
| 5 Years | %th36.84 | -11.43% | 0.90% |
FAQs
Does BMO Equal Weight US (ZBK) outperform the market?
Yes,
over the last 12 months ZBK made 28.53%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 25.34%.
Over the last 3 months ZBK made 30.26%, while XLF made 12.15%.
Performance Comparison ZBK vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
ZBK vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.5% | 6.7% | -4% | 15% |
| US NASDAQ 100 | QQQ | -0.4% | 6.5% | -6% | 15% |
| German DAX 40 | DAX | -0.9% | 9.5% | -16.1% | -2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.7% | 6.1% | -8.4% | 10% |
| Hongkong Hang Seng | HSI | -1.4% | 7.9% | -26% | -7% |
| India NIFTY 50 | INDA | 0.8% | 11.5% | -4.4% | 31% |
| Brasil Bovespa | EWZ | 3.7% | 11.3% | -19% | 27% |
ZBK vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.9% | 9% | -7.2% | 5% |
| Consumer Discretionary | XLY | -1.4% | 7.3% | 3.8% | 10% |
| Consumer Staples | XLP | 1.6% | 10.8% | -3% | 21% |
| Energy | XLE | -3.4% | 6.6% | 3.6% | 27% |
| Financial | XLF | 1% | 8.1% | -6.3% | 3% |
| Health Care | XLV | -0.7% | 10.6% | 7.6% | 35% |
| Industrial | XLI | -0.9% | 6.2% | -9.8% | 5% |
| Materials | XLB | -1.2% | 6.2% | -4.6% | 24% |
| Real Estate | XLRE | -0.3% | 10.8% | -2.4% | 20% |
| Technology | XLK | -0.4% | 4.1% | -9.1% | 17% |
| Utilities | XLU | -0.6% | 8.1% | -8% | 9% |
| Aerospace & Defense | XAR | -1.2% | 3.8% | -23.9% | -20% |
| Biotech | XBI | -4.2% | 7.5% | 6.3% | 40% |
| Homebuilder | XHB | -3.6% | 1.9% | 2.6% | 30% |
| Retail | XRT | -0.4% | 7.4% | 0.9% | 22% |
ZBK vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -1.1% | 7.38% | 9.97% | 33% |
| Natural Gas | UNG | 1.2% | 17.1% | 22.1% | 31% |
| Gold | GLD | -0.6% | 10.4% | -21.8% | -10% |
| Silver | SLV | -4.8% | 4.4% | -26% | 6% |
| Copper | CPER | -10.8% | -4.3% | -23.5% | 5% |
ZBK vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.4% | 10.7% | 1.4% | 33% |
| iShares High Yield Corp. Bond | HYG | 0.1% | 9.6% | -0.9% | 19% |