(ZWK) BMO Covered Call US - Performance 11.5% in 12m
Compare ZWK with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
34.55%
#24 in Group
Rel. Strength
65.21%
#2769 in Universe
Total Return 12m
11.49%
#23 in Group
Total Return 5y
63.59%
#16 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: ZWK (11.5%) vs XLF (21.6%)
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 |
9.91% | 24.4% | 131% | - | - | - | - | - |
| ZEB TO BMO S&P/TSX Equal Weight |
9.62% | 19.5% | 131% | - | - | - | - | - |
| ZWB TO BMO Covered Call Canadian |
8.83% | 14.5% | 92.9% | - | - | - | - | - |
| HBNK TO Global X Equal Weight Banks |
9.53% | 19.4% | 36.8% | - | - | - | - | - |
| HMAX TO Hamilton Canadian |
8.76% | 16.2% | 22.4% | - | - | - | - | - |
| ZBK TO BMO Equal Weight US Banks |
13.8% | 15.3% | 100% | - | - | - | - | - |
| BKCL TO Global X Enhanced Equal |
9.05% | 13.8% | 24.7% | - | - | - | - | - |
| ZUB TO BMO Equal Weight US Banks |
13.2% | 12.2% | 90.4% | - | - | - | - | - |
Performance Comparison: ZWK vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for ZWK
| Total Return (including Dividends) | ZWK | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 12.61% | 6.84% | 5.69% |
| 3 Months | -13.98% | -2.91% | -6.49% |
| 12 Months | 11.49% | 21.55% | 9.72% |
| 5 Years | 63.59% | 150.42% | 107.51% |
| Trend Score (consistency of price movement) | ZWK | XLF | S&P 500 |
| 1 Month | 93.6% | 93.3% | 89.4% |
| 3 Months | -81.1% | -60.3% | -72% |
| 12 Months | 57.5% | 81.8% | 49.3% |
| 5 Years | 16.4% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #23 | 5.41% | 6.55% |
| 3 Month | #24 | -11.4% | -8.01% |
| 12 Month | #22 | -8.27% | 1.62% |
| 5 Years | #24 | -34.7% | -21.2% |
FAQs
Does ZWK BMO Covered Call US outperforms the market?
No,
over the last 12 months ZWK made 11.49%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.55%.
Over the last 3 months ZWK made -13.98%, while XLF made -2.91%.
Over the last 3 months ZWK made -13.98%, while XLF made -2.91%.
Performance Comparison ZWK vs Indeces and Sectors
ZWK vs. Indices ZWK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.46% | 6.92% | -5.25% | 1.77% |
| US NASDAQ 100 | QQQ | 1.19% | 5.22% | -5.66% | 0.69% |
| US Dow Jones Industrial 30 | DIA | 1.57% | 9.94% | -4.22% | 5.24% |
| German DAX 40 | DAX | 1.01% | -2.45% | -30.8% | -13.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.23% | 9.73% | -4.48% | 5.18% |
| Hongkong Hang Seng | HSI | -1.42% | -2.29% | -14.7% | 3.27% |
| India NIFTY 50 | INDA | 5.16% | 9.40% | -7.15% | 9.46% |
| Brasil Bovespa | EWZ | -1.57% | 0.99% | -14.5% | 17.8% |
ZWK vs. Sectors ZWK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.09% | 6.13% | -11.4% | -8.89% |
| Consumer Discretionary | XLY | 0.04% | 5.92% | -3.06% | -3.32% |
| Consumer Staples | XLP | 2.32% | 11.9% | -12.2% | 4.24% |
| Energy | XLE | -0.79% | 8.12% | 0.75% | 20.5% |
| Financial | XLF | 0.76% | 5.77% | -11.1% | -10.1% |
| Health Care | XLV | 5.56% | 15.7% | -0.02% | 17.5% |
| Industrial | XLI | 0.53% | 4.30% | -6.23% | 1.12% |
| Materials | XLB | 1.30% | 7.57% | -1.20% | 17.6% |
| Real Estate | XLRE | 2.25% | 5.70% | -7.63% | -2.08% |
| Technology | XLK | 0.62% | 2.90% | -2.98% | 5.39% |
| Utilities | XLU | 0.74% | 7.47% | -13.0% | -4.54% |
| Aerospace & Defense | XAR | 1.28% | 3.44% | -14.6% | -14.5% |
| Biotech | XBI | 9.18% | 9.84% | 15.8% | 26.4% |
| Homebuilder | XHB | 1.82% | 7.00% | 8.38% | 20.4% |
| Retail | XRT | 1.40% | 6.47% | 1.04% | 17.8% |