(ZLU) BMO Low Volatility US - Performance 13% in 12m
ZLU performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
76.63%
#4 in Peer-Group
Rel. Strength
62.86%
#2828 in Stock-Universe
Total Return 12m
12.96%
#24 in Peer-Group
Total Return 5y
55.48%
#33 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CAD |
|---|---|
| 52 Week High | 59.07 CAD |
| 52 Week Low | 48.02 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 21.89 |
| Buy/Sell Signal +-5 | 1.29 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: ZLU (13%) vs SPY (13.5%)
5y Drawdown (Underwater) Chart
Top Performer in US 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 |
|---|---|---|---|---|---|---|---|---|
| FCUV TO Fidelity U.S. Value |
4.15% | 12.1% | 152% | - | - | - | - | - |
| EQL TO Invesco SP500 Equal Weight |
4.56% | 13.3% | 138% | - | - | - | - | - |
| ZLU TO BMO Low Volatility US |
-0.05% | 13% | 55.5% | - | - | - | - | - |
| TPU TO TD U.S. Equity Index |
6.99% | 14.1% | 114% | - | - | - | - | - |
| VFV TO Vanguard SP500 Index |
6.64% | 13.5% | 102% | - | - | - | - | - |
| XUS TO iShares Core SP500 Index |
6.59% | 13.5% | 102% | - | - | - | - | - |
| ZSP TO BMO SP500 |
6.57% | 13.5% | 102% | - | - | - | - | - |
| HXS TO Global X SP500 Corporate |
6.6% | 13.3% | 101% | - | - | - | - | - |
Performance Comparison: ZLU vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for ZLU
| Total Return (including Dividends) | ZLU | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -0.05% | 7.22% | 7.22% |
| 3 Months | -4.33% | 4.93% | 4.93% |
| 12 Months | 12.96% | 13.49% | 13.49% |
| 5 Years | 55.48% | 99.38% | 99.38% |
| Trend Score (consistency of price movement) | ZLU | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -31.7% | 64.7% | 64.7% |
| 3 Months | -57.1% | 57.9% | 57.9% |
| 12 Months | 75.7% | 43.3% | 43.3% |
| 5 Years | 95.9% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #45 | -6.78% | -6.78% |
| 3 Month | #44 | -8.82% | -8.82% |
| 12 Month | #21 | -0.46% | -0.46% |
| 5 Years | #43 | -22.02% | -22.02% |
FAQs
Does BMO Low Volatility US (ZLU) outperform the market?
No,
over the last 12 months ZLU made 12.96%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.49%.
Over the last 3 months ZLU made -4.33%, while SPY made 4.93%.
Performance Comparison ZLU vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
ZLU vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.1% | -7.3% | -1.1% | -1% |
| US NASDAQ 100 | QQQ | -2.5% | -10.1% | -2.9% | -2% |
| German DAX 40 | DAX | -1.7% | -4.4% | -20.7% | -17% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.4% | -1.5% | -1.2% | 2% |
| Hongkong Hang Seng | HSI | -3.7% | -7.4% | -17.3% | -8% |
| India NIFTY 50 | INDA | -1.6% | -2.3% | -1.3% | 9% |
| Brasil Bovespa | EWZ | -2.3% | -4.2% | -16.7% | 12% |
ZLU vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.7% | -6.3% | -5.2% | -10% |
| Consumer Discretionary | XLY | 0.3% | -7.5% | 6.5% | -7% |
| Consumer Staples | XLP | 0.9% | -0.5% | -2.3% | 6% |
| Energy | XLE | -2.8% | -3.6% | 5% | 18% |
| Financial | XLF | -1.1% | -4.4% | -4.5% | -13% |
| Health Care | XLV | -1.8% | -0.1% | 4.2% | 20% |
| Industrial | XLI | -1.9% | -8.6% | -5.9% | -7% |
| Materials | XLB | -2.1% | -4.9% | 1.6% | 14% |
| Real Estate | XLRE | -0.8% | -0.8% | 0.8% | -0% |
| Technology | XLK | -3.7% | -11.6% | -1.2% | 1% |
| Utilities | XLU | 0.4% | -0.9% | -5.4% | -5% |
| Aerospace & Defense | XAR | -4.1% | -13.1% | -17.9% | -27% |
| Biotech | XBI | -6.9% | -9.2% | 13.1% | 22% |
| Homebuilder | XHB | -1.4% | -0.3% | 17.8% | 20% |
| Retail | XRT | -3.6% | -12.6% | 3.5% | 11% |
ZLU vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.8% | -10.6% | -3.52% | 16% |
| Natural Gas | UNG | -9.8% | 1% | -30.4% | 24% |
| Gold | GLD | -1% | 3.2% | -27.5% | -26% |
| Silver | SLV | -9.4% | -8.2% | -17.6% | -2% |
| Copper | CPER | -3.4% | -2% | -17.5% | 8% |
ZLU vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.3% | 2.1% | 5.7% | 18% |
| iShares High Yield Corp. Bond | HYG | -0.6% | -1.6% | -4.1% | 4% |