(ZWA) BMO Covered Call Dow - Performance 7.4% in 12m
ZWA performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
57.63%
#33 in Peer-Group
Rel. Strength
53.54%
#3537 in Stock-Universe
Total Return 12m
7.43%
#41 in Peer-Group
Total Return 5y
55.81%
#33 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CAD |
|---|---|
| 52 Week High | 27.32 CAD |
| 52 Week Low | 22.46 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 86.86 |
| Buy/Sell Signal +-5 | -0.12 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: ZWA (7.4%) 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: 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 | 3.98% | 7.22% | 7.22% |
| 3 Months | -0.39% | 4.93% | 4.93% |
| 12 Months | 7.43% | 13.49% | 13.49% |
| 5 Years | 55.81% | 99.38% | 99.38% |
| Trend Score (consistency of price movement) | ZWA | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 62.6% | 64.7% | 64.7% |
| 3 Months | 10.9% | 57.9% | 57.9% |
| 12 Months | 26.1% | 43.3% | 43.3% |
| 5 Years | 82.9% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #40 | -3.03% | -3.03% |
| 3 Month | #36 | -5.07% | -5.07% |
| 12 Month | #43 | -5.33% | -5.33% |
| 5 Years | #41 | -21.85% | -21.85% |
FAQs
Does BMO Covered Call Dow (ZWA) outperform the market?
No,
over the last 12 months ZWA made 7.43%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.49%.
Over the last 3 months ZWA made -0.39%, while SPY made 4.93%.
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 | -0.5% | -3.2% | -4.4% | -6% |
| US NASDAQ 100 | QQQ | -0.9% | -6.1% | -6.2% | -8% |
| German DAX 40 | DAX | -0.1% | -0.3% | -24% | -22% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.8% | 2.5% | -4.6% | -3% |
| Hongkong Hang Seng | HSI | -2.1% | -3.4% | -20.6% | -13% |
| India NIFTY 50 | INDA | 0% | 1.7% | -4.6% | 4% |
| Brasil Bovespa | EWZ | -0.7% | -0.2% | -20% | 7% |
ZWA vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.1% | -2.3% | -8.6% | -16% |
| Consumer Discretionary | XLY | 1.9% | -3.4% | 3.2% | -13% |
| Consumer Staples | XLP | 2.5% | 3.6% | -5.7% | 0% |
| Energy | XLE | -1.2% | 0.4% | 1.6% | 12% |
| Financial | XLF | 0.5% | -0.3% | -7.8% | -19% |
| Health Care | XLV | -0.2% | 3.9% | 0.9% | 14% |
| Industrial | XLI | -0.3% | -4.6% | -9.2% | -13% |
| Materials | XLB | -0.5% | -0.9% | -1.7% | 9% |
| Real Estate | XLRE | 0.8% | 3.3% | -2.6% | -6% |
| Technology | XLK | -2.1% | -7.6% | -4.5% | -4% |
| Utilities | XLU | 2% | 3.2% | -8.7% | -11% |
| Aerospace & Defense | XAR | -2.5% | -9% | -21.2% | -33% |
| Biotech | XBI | -5.3% | -5.2% | 9.8% | 17% |
| Homebuilder | XHB | 0.2% | 3.8% | 14.5% | 14% |
| Retail | XRT | -2% | -8.5% | 0.2% | 5% |
ZWA vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -5.2% | -6.52% | -6.85% | 10% |
| Natural Gas | UNG | -8.2% | 5.1% | -33.7% | 18% |
| Gold | GLD | 0.6% | 7.2% | -30.8% | -32% |
| Silver | SLV | -7.8% | -4.2% | -21% | -7% |
| Copper | CPER | -1.8% | 2.1% | -20.8% | 2% |
ZWA vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.9% | 6.1% | 2.4% | 12% |
| iShares High Yield Corp. Bond | HYG | 1% | 2.4% | -7.4% | -2% |