Overview Performance Dividends Holdings Peer Group Options

(ZWEN) BMO Covered Call - Performance 2.4% in 12m

ZWEN performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 25.66%
#9 in Peer-Group
Rel. Strength 39.61%
#4635 in Stock-Universe
Total Return 12m 2.44%
#5 in Peer-Group
Total Return 5y 15.30%
#9 in Peer-Group
P/E Value
P/E Trailing -
P/E Forward -
High / Low CAD
52 Week High 29.56 CAD
52 Week Low 24.02 CAD
Sentiment Value
VRO Trend Strength +-100 65.14
Buy/Sell Signal +-5 1.11
Support / Resistance Levels
Support
Resistance
12m Total Return: ZWEN (2.4%) vs XLE (-0.2%)
Total Return of BMO Covered Call versus its related sector ETF XLE
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (ZWEN) BMO Covered Call - Performance 2.4% in 12m

Top Performer in Energy Equity

Short Term Performance

Symbol 1w 1m 3m
ZWEN 1.69% 5.15% 8.71%
XEG 0.53% 4.66% 14.2%
NXF 2.29% 6.76% 9.77%
EMAX 1.84% 5.97% 9.56%

Long Term Performance

Symbol 6m 12m 5y
ZWEN -0.09% 2.44% 15.3%
ENCC 1.68% 7.45% 305%
XEG -1.06% -2.12% 305%
NXF 1.61% -6.37% 112%

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
ENCC TO
Global X Canadian Oil Gas		 1.45% 7.45% 305% - - - - -
XEG TO
iShares S&P/TSX Capped		 4.66% -2.12% 305% - - - - -
NXF TO
First Asset Energy Giants		 6.76% -6.37% 112% - - - - -
ZWEN TO
BMO Covered Call Energy		 5.15% 2.44% 15.3% - - - - -
EMAX TO
Hamilton Energy YIELD		 5.97% -9.56% -0.66% - - - - -

Performance Comparison: ZWEN vs XLE vs S&P 500

XLE (Energy Sector SPDR Fund ETF) is the Sector Benchmark for ZWEN
Total Return (including Dividends) ZWEN XLE S&P 500
1 Month 5.15% 7.06% 5.25%
3 Months 8.71% 11.40% 24.13%
12 Months 2.44% -0.22% 14.15%
5 Years 15.30% 184.25% 111.83%

Trend Score (consistency of price movement) ZWEN XLE S&P 500
1 Month 36.8% 39.7% 81%
3 Months 87.9% 75.1% 96.9%
12 Months 3.3% -31.8% 44.9%
5 Years 79% 92.6% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLE vs. S&P 500
1 Month %th75.00 -1.79% -0.09%
3 Month %th25.00 -2.42% -12.42%
12 Month %th58.33 2.67% -10.26%
5 Years %th58.33 13.32% -27.85%

FAQs

Does BMO Covered Call (ZWEN) outperform the market?

Yes, over the last 12 months ZWEN made 2.44%, while its related Sector, the Energy Sector SPDR Fund (XLE) made -0.22%. Over the last 3 months ZWEN made 8.71%, while XLE made 11.40%.

Performance Comparison ZWEN vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

ZWEN vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -0% -0.1% -5.8% -12%
US NASDAQ 100 QQQ 0.2% -0.2% -6.4% -10%
German DAX 40 DAX 2.1% 6.6% -17.9% -26%
Shanghai Shenzhen CSI 300 CSI 300 0.2% 1.9% -9.2% -17%
Hongkong Hang Seng HSI 0.4% -0.9% -25.2% -36%
India NIFTY 50 INDA 1.8% 1.7% -6.1% 3%
Brasil Bovespa EWZ -2.5% -3.7% -30.8% -8%

ZWEN vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 1.4% -0.8% -9.9% -22%
Consumer Discretionary XLY 0.5% 2% 1.9% -15%
Consumer Staples XLP -0.3% 4.5% -7.4% -6%
Energy XLE -0.3% -1.9% -1.6% 3%
Financial XLF -0.7% 0.1% -10.7% -28%
Health Care XLV 0.5% 3% 1.6% 7%
Industrial XLI -0.1% 0.9% -13.6% -23%
Materials XLB -2.3% 0.9% -10.3% -4%
Real Estate XLRE 0% 4.2% -5.5% -10%
Technology XLK -0.8% -3.5% -8.1% -9%
Utilities XLU 1.1% 3.4% -9% -20%
Aerospace & Defense XAR 2.1% -1.9% -24.3% -47%
Biotech XBI -1% 1.8% 7.5% 9%
Homebuilder XHB -2.5% -1.9% 1.4% -3%
Retail XRT -2.6% 0.2% -1.4% -9%

ZWEN vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -0.9% -3.29% 2.64% 10%
Natural Gas UNG 9.5% 15% 11% 5%
Gold GLD -0.3% 6.4% -26.4% -37%
Silver SLV -1% -1.8% -23.1% -15%
Copper CPER 0.9% 0.6% -22.8% -8%

ZWEN vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 1.8% 4.1% -2.3% 4%
iShares High Yield Corp. Bond HYG 1.2% 3.6% -4.7% -8%