(ZWA) BMO Covered Call Dow - Performance 9.6% in 12m
ZWA performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
56.34%
#60 in Peer-Group
Rel. Strength
53.78%
#3559 in Stock-Universe
Total Return 12m
9.59%
#75 in Peer-Group
Total Return 5y
64.50%
#51 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CAD |
|---|---|
| 52 Week High | 27.18 CAD |
| 52 Week Low | 22.35 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 85.74 |
| Buy/Sell Signal +-5 | 1.82 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: ZWA (9.6%) vs SPY (19.8%)
5y Drawdown (Underwater) Chart
Top Performer in US Equity
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| ZWA | 1.41% | 3.99% | 10.6% |
| ZQQ | 0.92% | 4.53% | 19.2% |
| XQQ | 0.93% | 4.48% | 19.2% |
| QQC | 0.74% | 4.56% | 18.5% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| ZWA | -0.39% | 9.59% | 64.5% |
| QQC | 5.28% | 23.0% | 96.2% |
| XQQ | 9.35% | 22.0% | 102% |
| ZQQ | 9.27% | 22.0% | 109% |
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 |
|---|---|---|---|---|---|---|---|---|
| EQL TO Invesco SP500 Equal Weight |
4.75% | 14.4% | 160% | - | - | - | - | - |
| FCUV TO Fidelity U.S. Value |
3.64% | 15.4% | 168% | - | - | - | - | - |
| TPU TO TD U.S. Equity Index |
4.83% | 18.3% | 124% | - | - | - | - | - |
| VFV TO Vanguard SP500 Index |
4.78% | 18.6% | 115% | - | - | - | - | - |
| XUS TO iShares Core SP500 Index |
4.81% | 18.4% | 114% | - | - | - | - | - |
| ZSP TO BMO SP500 |
4.8% | 18.6% | 115% | - | - | - | - | - |
| HXS TO Global X SP500 Corporate |
4.77% | 18.2% | 114% | - | - | - | - | - |
| HXQ TO Global X NASDAQ-100 Index |
4.54% | 22.9% | 128% | - | - | - | - | - |
Performance Comparison: ZWA vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for ZWA
| Total Return (including Dividends) | ZWA | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 3.99% | 4.94% | 4.94% |
| 3 Months | 10.60% | 16.05% | 16.05% |
| 12 Months | 9.59% | 19.81% | 19.81% |
| 5 Years | 64.50% | 111.70% | 111.70% |
| Trend Stabilty (consistency of price movement) | ZWA | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 50.3% | 92.3% | 92.3% |
| 3 Months | 92.3% | 97.6% | 97.6% |
| 12 Months | 9% | 49.2% | 49.2% |
| 5 Years | 82.7% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 34 %th | -0.90% | -0.90% |
| 3 Month | 25 %th | -4.69% | -4.69% |
| 12 Month | 10 %th | -8.53% | -8.53% |
| 5 Years | 15 %th | -22.29% | -22.29% |
FAQs
Does BMO Covered Call Dow (ZWA) outperform the market?
No,
over the last 12 months ZWA made 9.59%, while its related Sector, the SPDR SP500 Trust (SPY) made 19.81%.
Over the last 3 months ZWA made 10.60%, while SPY made 16.05%.
Performance Comparison ZWA vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
ZWA vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.1% | -1% | -7.3% | -10% |
| US NASDAQ 100 | QQQ | 0.5% | -0.7% | -10.8% | -15% |
| German DAX 40 | DAX | 1.7% | 1% | -13.7% | -22% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.3% | -0.9% | -10.8% | -15% |
| Hongkong Hang Seng | HSI | -1% | 0.4% | -29.7% | -33% |
| India NIFTY 50 | INDA | 2.7% | 6.2% | -7.8% | 12% |
| Brasil Bovespa | EWZ | 1.1% | 6.3% | -11.8% | 5% |
ZWA vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.1% | 1.7% | -7.6% | -23% |
| Consumer Discretionary | XLY | 0.2% | -1.6% | 1.9% | -16% |
| Consumer Staples | XLP | 0.7% | 2.4% | -3.5% | 2% |
| Energy | XLE | 0.1% | 1% | 1.7% | 12% |
| Financial | XLF | -0.3% | 0% | -5.1% | -17% |
| Health Care | XLV | -2.1% | 2.1% | 6.3% | 17% |
| Industrial | XLI | -0.9% | -3.8% | -12.4% | -17% |
| Materials | XLB | -1% | -2.4% | -5.1% | 5% |
| Real Estate | XLRE | -0.9% | 0.2% | -4% | -1% |
| Technology | XLK | 1% | -1.1% | -15.9% | -14% |
| Utilities | XLU | 0.5% | -1% | -10.8% | -14% |
| Aerospace & Defense | XAR | 2.3% | -5.4% | -26.7% | -41% |
| Biotech | XBI | -0.1% | -1.2% | 5% | 23% |
| Homebuilder | XHB | -3.6% | -6% | 4.4% | 15% |
| Retail | XRT | -1.2% | -2.9% | -2.5% | 0% |
ZWA vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 2.8% | 1.89% | 3.56% | 13% |
| Natural Gas | UNG | 14.2% | 16.7% | 19% | 9% |
| Gold | GLD | 1.7% | 3.9% | -21.9% | -31% |
| Silver | SLV | 1.3% | -1% | -26.6% | -27% |
| Copper | CPER | -2% | -12.2% | -35% | -30% |
ZWA vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0% | 4.9% | -0.5% | 12% |
| iShares High Yield Corp. Bond | HYG | 1.1% | 3.1% | -4.2% | 0% |