(ZWB) BMO Covered Call - Performance 15.1% in 12m
Compare ZWB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
68.03%
#11 in Group
Rel. Strength
70.51%
#2347 in Universe
Total Return 12m
15.10%
#19 in Group
Total Return 5y
92.90%
#11 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: ZWB (15.1%) vs XLF (21.5%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| XFN TO iShares S&P/TSX Capped |
7.98% | 24.4% | 131% | - | - | - | - | - |
| ZEB TO BMO S&P/TSX Equal Weight |
8.15% | 20.4% | 131% | - | - | - | - | - |
| ZWB TO BMO Covered Call Canadian |
7.34% | 15.1% | 92.9% | - | - | - | - | - |
| HBNK TO Global X Equal Weight Banks |
7.92% | 20.6% | 36.8% | - | - | - | - | - |
| HMAX TO Hamilton Canadian |
6.87% | 16.3% | 22.4% | - | - | - | - | - |
| ZBK TO BMO Equal Weight US Banks |
6.41% | 15.3% | 100% | - | - | - | - | - |
| BKCL TO Global X Enhanced Equal |
7.35% | 14.5% | 24.7% | - | - | - | - | - |
| ZUB TO BMO Equal Weight US Banks |
7.84% | 12.3% | 90.4% | - | - | - | - | - |
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 | 7.34% | 5.57% | 2.87% |
| 3 Months | 0.13% | -2.66% | -6.42% |
| 12 Months | 15.10% | 21.52% | 9.87% |
| 5 Years | 92.90% | 150.42% | 107.51% |
| Trend Score (consistency of price movement) | ZWB | XLF | S&P 500 |
| 1 Month | 99.0% | 93.3% | 89.4% |
| 3 Months | -37.5% | -60.3% | -72% |
| 12 Months | 69.2% | 81.8% | 49.3% |
| 5 Years | 67.3% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #12 | 1.68% | 4.35% |
| 3 Month | #16 | 2.87% | 7.0% |
| 12 Month | #19 | -5.28% | 4.76% |
| 5 Years | #19 | -23.0% | -7.04% |
FAQs
Does ZWB BMO Covered Call outperforms the market?
No,
over the last 12 months ZWB made 15.10%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.52%.
Over the last 3 months ZWB made 0.13%, while XLF made -2.66%.
Over the last 3 months ZWB made 0.13%, while XLF made -2.66%.
Performance Comparison ZWB vs Indeces and Sectors
ZWB vs. Indices ZWB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.42% | 4.47% | 6.38% | 5.23% |
| US NASDAQ 100 | QQQ | 1.17% | 2.63% | 5.97% | 3.78% |
| US Dow Jones Industrial 30 | DIA | 1.14% | 5.73% | 7.41% | 8.73% |
| German DAX 40 | DAX | -0.70% | -11.9% | -19.2% | -9.98% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.76% | 1.07% | 7.15% | 9.47% |
| Hongkong Hang Seng | HSI | -2.10% | -8.87% | -3.11% | 3.01% |
| India NIFTY 50 | INDA | 3.81% | 5.06% | 4.48% | 12.8% |
| Brasil Bovespa | EWZ | -0.63% | -4.19% | -2.83% | 21.6% |
ZWB vs. Sectors ZWB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.24% | 3.67% | 0.20% | -5.23% |
| Consumer Discretionary | XLY | 0.50% | 3.83% | 8.57% | 1.05% |
| Consumer Staples | XLP | 1.79% | 5.32% | -0.53% | 7.54% |
| Energy | XLE | 0.44% | 7.26% | 12.4% | 24.9% |
| Financial | XLF | 0.79% | 1.77% | 0.50% | -6.42% |
| Health Care | XLV | 5.21% | 11.7% | 11.6% | 21.0% |
| Industrial | XLI | -0.15% | -0.04% | 5.40% | 5.11% |
| Materials | XLB | 1.43% | 2.63% | 10.4% | 21.1% |
| Real Estate | XLRE | 1.75% | 1.22% | 4.0% | 1.64% |
| Technology | XLK | 0.53% | 0.60% | 8.65% | 8.10% |
| Utilities | XLU | 0.38% | 1.72% | -1.39% | -0.81% |
| Aerospace & Defense | XAR | 0.91% | -2.0% | -2.92% | -10.1% |
| Biotech | XBI | 9.50% | 5.32% | 27.4% | 29.1% |
| Homebuilder | XHB | 1.86% | 4.27% | 20.0% | 24.9% |
| Retail | XRT | 1.27% | 3.75% | 12.7% | 19.4% |