(ZUE) BMO SP500 (CAD Hedged) - Performance 11.8% in 12m
ZUE performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
64.70%
#22 in Peer-Group
Rel. Strength
60.92%
#2975 in Stock-Universe
Total Return 12m
11.75%
#28 in Peer-Group
Total Return 5y
87.39%
#24 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CAD |
|---|---|
| 52 Week High | 84.33 CAD |
| 52 Week Low | 68.55 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 86.17 |
| Buy/Sell Signal +-5 | 0.47 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: ZUE (11.8%) 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: ZUE vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for ZUE
| Total Return (including Dividends) | ZUE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 7.06% | 7.22% | 7.22% |
| 3 Months | 4.43% | 4.93% | 4.93% |
| 12 Months | 11.75% | 13.49% | 13.49% |
| 5 Years | 87.39% | 99.38% | 99.38% |
| Trend Score (consistency of price movement) | ZUE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 65.8% | 64.7% | 64.7% |
| 3 Months | 55.9% | 57.9% | 57.9% |
| 12 Months | 35.1% | 43.3% | 43.3% |
| 5 Years | 81% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #7 | -0.15% | -0.15% |
| 3 Month | #7 | -0.47% | -0.47% |
| 12 Month | #26 | -1.53% | -1.53% |
| 5 Years | #31 | -6.01% | -6.01% |
FAQs
Does BMO SP500 (CAD Hedged) (ZUE) outperform the market?
No,
over the last 12 months ZUE made 11.75%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.49%.
Over the last 3 months ZUE made 4.43%, while SPY made 4.93%.
Performance Comparison ZUE vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
ZUE vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.1% | -0.2% | -1% | -2% |
| US NASDAQ 100 | QQQ | -0.5% | -3% | -2.8% | -3% |
| German DAX 40 | DAX | 0.3% | 2.7% | -20.6% | -18% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.3% | 5.6% | -1.1% | 1% |
| Hongkong Hang Seng | HSI | -1.6% | -0.3% | -17.2% | -9% |
| India NIFTY 50 | INDA | 0.5% | 4.8% | -1.2% | 8% |
| Brasil Bovespa | EWZ | -0.3% | 2.9% | -16.6% | 11% |
ZUE vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.7% | 0.8% | -5.1% | -12% |
| Consumer Discretionary | XLY | 2.4% | -0.3% | 6.6% | -8% |
| Consumer Staples | XLP | 3% | 6.6% | -2.2% | 4% |
| Energy | XLE | -0.7% | 3.5% | 5.1% | 16% |
| Financial | XLF | 1% | 2.8% | -4.4% | -14% |
| Health Care | XLV | 0.3% | 7% | 4.3% | 18% |
| Industrial | XLI | 0.1% | -1.5% | -5.8% | -9% |
| Materials | XLB | -0.1% | 2.2% | 1.7% | 13% |
| Real Estate | XLRE | 1.2% | 6.4% | 0.9% | -1% |
| Technology | XLK | -1.6% | -4.5% | -1.1% | 0% |
| Utilities | XLU | 2.5% | 6.2% | -5.3% | -7% |
| Aerospace & Defense | XAR | -2.1% | -6% | -17.8% | -28% |
| Biotech | XBI | -4.8% | -2.1% | 13.2% | 21% |
| Homebuilder | XHB | 0.7% | 6.9% | 17.9% | 19% |
| Retail | XRT | -1.6% | -5.5% | 3.6% | 10% |
ZUE vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -4.7% | -3.44% | -3.42% | 14% |
| Natural Gas | UNG | -7.8% | 8.2% | -30.3% | 23% |
| Gold | GLD | 1.1% | 10.3% | -27.4% | -27% |
| Silver | SLV | -7.4% | -1.1% | -17.5% | -3% |
| Copper | CPER | -1.4% | 5.1% | -17.4% | 6% |
ZUE vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 2.3% | 9.2% | 5.8% | 16% |
| iShares High Yield Corp. Bond | HYG | 1.5% | 5.5% | -4% | 3% |