(ZBK) BMO Equal Weight US - Performance 15.3% in 12m
Compare ZBK with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
50.02%
#18 in Group
Rel. Strength
70.98%
#2310 in Universe
Total Return 12m
15.25%
#18 in Group
Total Return 5y
100.01%
#10 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: ZBK (15.3%) vs XLF (21.5%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| XFN TO iShares S&P/TSX Capped |
7.98% | 24.4% | 131% | - | - | - | - | - |
| ZEB TO BMO S&P/TSX Equal Weight |
8.15% | 20.4% | 131% | - | - | - | - | - |
| ZWB TO BMO Covered Call Canadian |
7.34% | 15.1% | 92.9% | - | - | - | - | - |
| HBNK TO Global X Equal Weight Banks |
7.92% | 20.6% | 36.8% | - | - | - | - | - |
| HMAX TO Hamilton Canadian |
6.87% | 16.3% | 22.4% | - | - | - | - | - |
| ZBK TO BMO Equal Weight US Banks |
6.41% | 15.3% | 100% | - | - | - | - | - |
| BKCL TO Global X Enhanced Equal |
7.35% | 14.5% | 24.7% | - | - | - | - | - |
| ZUB TO BMO Equal Weight US Banks |
7.84% | 12.3% | 90.4% | - | - | - | - | - |
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 | 6.41% | 5.57% | 2.87% |
| 3 Months | -13.78% | -2.66% | -6.42% |
| 12 Months | 15.25% | 21.52% | 9.87% |
| 5 Years | 100.01% | 150.42% | 107.51% |
| Trend Score (consistency of price movement) | ZBK | XLF | S&P 500 |
| 1 Month | 95.5% | 93.3% | 89.4% |
| 3 Months | -80.8% | -60.3% | -72% |
| 12 Months | 60.9% | 81.8% | 49.3% |
| 5 Years | 38.5% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #23 | 0.80% | 3.45% |
| 3 Month | #24 | -11.4% | -7.86% |
| 12 Month | #17 | -5.16% | 4.89% |
| 5 Years | #18 | -20.1% | -3.61% |
FAQs
Does ZBK BMO Equal Weight US outperforms the market?
No,
over the last 12 months ZBK made 15.25%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.52%.
Over the last 3 months ZBK made -13.78%, while XLF made -2.66%.
Over the last 3 months ZBK made -13.78%, while XLF made -2.66%.
Performance Comparison ZBK vs Indeces and Sectors
ZBK vs. Indices ZBK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.87% | 3.54% | -6.49% | 5.38% |
| US NASDAQ 100 | QQQ | 1.62% | 1.70% | -6.90% | 3.93% |
| US Dow Jones Industrial 30 | DIA | 1.59% | 4.80% | -5.46% | 8.88% |
| German DAX 40 | DAX | -0.25% | -12.9% | -32.1% | -9.83% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.21% | 0.14% | -5.72% | 9.62% |
| Hongkong Hang Seng | HSI | -1.65% | -9.80% | -16.0% | 3.16% |
| India NIFTY 50 | INDA | 4.26% | 4.13% | -8.39% | 12.9% |
| Brasil Bovespa | EWZ | -0.18% | -5.12% | -15.7% | 21.7% |
ZBK vs. Sectors ZBK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.69% | 2.74% | -12.7% | -5.08% |
| Consumer Discretionary | XLY | 0.95% | 2.90% | -4.30% | 1.20% |
| Consumer Staples | XLP | 2.24% | 4.39% | -13.4% | 7.69% |
| Energy | XLE | 0.89% | 6.33% | -0.49% | 25.0% |
| Financial | XLF | 1.24% | 0.84% | -12.4% | -6.27% |
| Health Care | XLV | 5.66% | 10.8% | -1.26% | 21.2% |
| Industrial | XLI | 0.30% | -0.97% | -7.47% | 5.26% |
| Materials | XLB | 1.88% | 1.70% | -2.44% | 21.3% |
| Real Estate | XLRE | 2.20% | 0.29% | -8.87% | 1.79% |
| Technology | XLK | 0.98% | -0.33% | -4.22% | 8.25% |
| Utilities | XLU | 0.83% | 0.79% | -14.3% | -0.66% |
| Aerospace & Defense | XAR | 1.36% | -2.93% | -15.8% | -9.91% |
| Biotech | XBI | 9.95% | 4.39% | 14.6% | 29.3% |
| Homebuilder | XHB | 2.31% | 3.34% | 7.14% | 25.0% |
| Retail | XRT | 1.72% | 2.82% | -0.20% | 19.6% |