Bmo Aggregate Bond Etf Performance
| ZUAG-U Etf | 30.43 0.16 0.53% |
The etf shows a Beta (market volatility) of 0.0168, which signifies not very significant fluctuations relative to the market. As returns on the market increase, BMO Aggregate's returns are expected to increase less than the market. However, during the bear market, the loss of holding BMO Aggregate is expected to be smaller as well.
Risk-Adjusted Performance
Modest
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Compared to the overall equity markets, risk-adjusted returns on investments in BMO Aggregate Bond are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, BMO Aggregate is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | Stock Evaluation Report - Stock Traders Daily | 02/21/2025 |
2 | Comprehensive Trading Strategy Report - Stock Traders Daily | 03/14/2025 |
BMO |
BMO Aggregate Relative Risk vs. Return Landscape
If you would invest 2,983 in BMO Aggregate Bond on December 19, 2024 and sell it today you would earn a total of 60.00 from holding BMO Aggregate Bond or generate 2.01% return on investment over 90 days. BMO Aggregate Bond is generating 0.0332% of daily returns and assumes 0.3391% volatility on return distribution over the 90 days horizon. Simply put, 3% of etfs are less volatile than BMO, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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BMO Aggregate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BMO Aggregate's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as BMO Aggregate Bond, and traders can use it to determine the average amount a BMO Aggregate's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0979
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| Negative Returns | ZUAG-U |
Estimated Market Risk
| 0.34 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average BMO Aggregate is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of BMO Aggregate by adding it to a well-diversified portfolio.
About BMO Aggregate Performance
By analyzing BMO Aggregate's fundamental ratios, stakeholders can gain valuable insights into BMO Aggregate's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if BMO Aggregate has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if BMO Aggregate has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
BMO Aggregate is entity of Canada. It is traded as Etf on TO exchange.| Latest headline from news.google.com: Comprehensive Trading Strategy Report - Stock Traders Daily |
Other Information on Investing in BMO Etf
BMO Aggregate financial ratios help investors to determine whether BMO Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in BMO with respect to the benefits of owning BMO Aggregate security.