(ZUQ) BMO MSCI USA High - Performance 9.9% in 12m
ZUQ performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
70.29%
#16 in Peer-Group
Rel. Strength
57.73%
#3218 in Stock-Universe
Total Return 12m
9.86%
#35 in Peer-Group
Total Return 5y
103.48%
#12 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CAD |
|---|---|
| 52 Week High | 93.00 CAD |
| 52 Week Low | 76.33 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 77.51 |
| Buy/Sell Signal +-5 | 1.74 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: ZUQ (9.9%) 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: ZUQ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for ZUQ
| Total Return (including Dividends) | ZUQ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 5.97% | 7.22% | 7.22% |
| 3 Months | -1.50% | 4.93% | 4.93% |
| 12 Months | 9.86% | 13.49% | 13.49% |
| 5 Years | 103.48% | 99.38% | 99.38% |
| Trend Score (consistency of price movement) | ZUQ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 23.5% | 64.7% | 64.7% |
| 3 Months | 2% | 57.9% | 57.9% |
| 12 Months | 38.1% | 43.3% | 43.3% |
| 5 Years | 88.2% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #33 | -1.17% | -1.17% |
| 3 Month | #39 | -6.13% | -6.13% |
| 12 Month | #39 | -3.20% | -3.20% |
| 5 Years | #10 | 2.06% | 2.06% |
FAQs
Does BMO MSCI USA High (ZUQ) outperform the market?
No,
over the last 12 months ZUQ made 9.86%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.49%.
Over the last 3 months ZUQ made -1.50%, while SPY made 4.93%.
Performance Comparison ZUQ vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
ZUQ vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.2% | -1.3% | -3.5% | -4% |
| US NASDAQ 100 | QQQ | -0.2% | -4.1% | -5.3% | -5% |
| German DAX 40 | DAX | 0.6% | 1.7% | -23.1% | -20% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0% | 4.5% | -3.6% | -1% |
| Hongkong Hang Seng | HSI | -1.4% | -1.4% | -19.7% | -11% |
| India NIFTY 50 | INDA | 0.8% | 3.7% | -3.7% | 6% |
| Brasil Bovespa | EWZ | -0% | 1.8% | -19.1% | 9% |
ZUQ vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.4% | -0.3% | -7.6% | -14% |
| Consumer Discretionary | XLY | 2.6% | -1.4% | 4.1% | -10% |
| Consumer Staples | XLP | 3.2% | 5.6% | -4.7% | 2% |
| Energy | XLE | -0.5% | 2.4% | 2.6% | 15% |
| Financial | XLF | 1.2% | 1.7% | -6.9% | -16% |
| Health Care | XLV | 0.6% | 5.9% | 1.8% | 17% |
| Industrial | XLI | 0.4% | -2.6% | -8.3% | -11% |
| Materials | XLB | 0.2% | 1.1% | -0.8% | 11% |
| Real Estate | XLRE | 1.5% | 5.3% | -1.6% | -3% |
| Technology | XLK | -1.4% | -5.6% | -3.6% | -2% |
| Utilities | XLU | 2.8% | 5.1% | -7.8% | -8% |
| Aerospace & Defense | XAR | -1.8% | -7% | -20.3% | -30% |
| Biotech | XBI | -4.5% | -3.2% | 10.7% | 19% |
| Homebuilder | XHB | 0.9% | 5.8% | 15.4% | 17% |
| Retail | XRT | -1.3% | -6.5% | 1.1% | 8% |
ZUQ vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -4.4% | -4.53% | -5.92% | 12% |
| Natural Gas | UNG | -7.5% | 7.1% | -32.8% | 21% |
| Gold | GLD | 1.3% | 9.2% | -29.9% | -29% |
| Silver | SLV | -7.1% | -2.2% | -20% | -5% |
| Copper | CPER | -1.1% | 4.1% | -19.9% | 5% |
ZUQ vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 2.6% | 8.1% | 3.3% | 14% |
| iShares High Yield Corp. Bond | HYG | 1.7% | 4.4% | -6.5% | 1% |