(ZWB) BMO Covered Call - Performance 25.8% in 12m
ZWB performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
69.09%
#18 in Peer-Group
Rel. Strength
74.60%
#1947 in Stock-Universe
Total Return 12m
25.80%
#25 in Peer-Group
Total Return 5y
94.46%
#22 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | CAD |
|---|---|
| 52 Week High | 21.04 CAD |
| 52 Week Low | 16.50 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 74.80 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: ZWB (25.8%) vs XLF (25.3%)
5y Drawdown (Underwater) Chart
Top Performer in Financial Services 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 |
|---|---|---|---|---|---|---|---|---|
| CEW TO iShares Equal Weight Banc |
2.77% | 36.1% | 147% | - | - | - | - | - |
| XFN TO iShares S&P/TSX Capped |
3.9% | 33.3% | 137% | - | - | - | - | - |
| ZEB TO BMO S&P/TSX Equal Weight |
5.35% | 34.9% | 139% | - | - | - | - | - |
| ZWB TO BMO Covered Call Canadian |
4.42% | 25.8% | 94.5% | - | - | - | - | - |
| HBNK TO Global X Equal Weight Banks |
5.3% | 35% | 53.1% | - | - | - | - | - |
| BKCL TO Global X Enhanced Equal |
4.54% | 26.9% | 36.7% | - | - | - | - | - |
| HMAX TO Hamilton Canadian |
3.14% | 24% | 31.2% | - | - | - | - | - |
| ZBK TO BMO Equal Weight US Banks |
10.7% | 28.5% | 115% | - | - | - | - | - |
Performance Comparison: ZWB vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for ZWB
| Total Return (including Dividends) | ZWB | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 4.42% | 2.63% | 4.01% |
| 3 Months | 18.92% | 12.15% | 17.14% |
| 12 Months | 25.80% | 25.34% | 13.46% |
| 5 Years | 94.46% | 142.35% | 112.73% |
| Trend Score (consistency of price movement) | ZWB | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 98.8% | 83.5% | 90.3% |
| 3 Months | 99.6% | 86.2% | 97.5% |
| 12 Months | 70.2% | 78.1% | 46.4% |
| 5 Years | 67.3% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th55.26 | 1.75% | 0.40% |
| 3 Month | %th44.74 | 6.04% | 1.52% |
| 12 Month | %th31.58 | 0.36% | 10.87% |
| 5 Years | %th18.42 | -19.76% | -8.59% |
FAQs
Does BMO Covered Call (ZWB) outperform the market?
Yes,
over the last 12 months ZWB made 25.80%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 25.34%.
Over the last 3 months ZWB made 18.92%, while XLF made 12.15%.
Performance Comparison ZWB vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
ZWB vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.1% | 0.4% | 2.1% | 12% |
| US NASDAQ 100 | QQQ | -0% | 0.2% | 0.1% | 13% |
| German DAX 40 | DAX | -0.4% | 3.2% | -10% | -4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.3% | -0.1% | -2.3% | 7% |
| Hongkong Hang Seng | HSI | -1% | 1.6% | -19.9% | -9% |
| India NIFTY 50 | INDA | 1.3% | 5.2% | 1.7% | 29% |
| Brasil Bovespa | EWZ | 4.1% | 5.1% | -12.9% | 24% |
ZWB vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.3% | 2.7% | -1.2% | 2% |
| Consumer Discretionary | XLY | -1% | 1.1% | 9.8% | 8% |
| Consumer Staples | XLP | 2% | 4.6% | 3.1% | 18% |
| Energy | XLE | -3% | 0.3% | 9.7% | 24% |
| Financial | XLF | 1.4% | 1.8% | -0.2% | 0% |
| Health Care | XLV | -0.2% | 4.4% | 13.6% | 32% |
| Industrial | XLI | -0.5% | -0% | -3.7% | 2% |
| Materials | XLB | -0.8% | -0.1% | 1.5% | 22% |
| Real Estate | XLRE | 0.2% | 4.6% | 3.6% | 18% |
| Technology | XLK | 0% | -2.2% | -3% | 15% |
| Utilities | XLU | -0.2% | 1.8% | -1.9% | 6% |
| Aerospace & Defense | XAR | -0.7% | -2.4% | -17.9% | -23% |
| Biotech | XBI | -3.7% | 1.3% | 12.4% | 37% |
| Homebuilder | XHB | -3.2% | -4.3% | 8.7% | 27% |
| Retail | XRT | -0% | 1.2% | 6.9% | 19% |
ZWB vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -0.7% | 1.12% | 16.0% | 30% |
| Natural Gas | UNG | 1.6% | 10.9% | 28.1% | 28% |
| Gold | GLD | -0.2% | 4.2% | -15.8% | -13% |
| Silver | SLV | -4.4% | -1.9% | -19.9% | 4% |
| Copper | CPER | -10.4% | -10.5% | -17.4% | 2% |
ZWB vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.8% | 4.5% | 7.4% | 30% |
| iShares High Yield Corp. Bond | HYG | 0.5% | 3.3% | 5.1% | 17% |