Bmo Balanced Etf Performance
| ZBAL-T Etf | 30.54 0.04 0.13% |
The etf shows a Beta (market volatility) of 0.32, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, BMO Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding BMO Balanced is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in BMO Balanced ETF are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, BMO Balanced is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | Long Term Investment Analysis - Stock Traders Daily | 03/13/2025 |
2 | Strategic Investment Guide - Stock Traders Daily | 03/20/2025 |
BMO |
BMO Balanced Relative Risk vs. Return Landscape
If you would invest 3,036 in BMO Balanced ETF on December 23, 2024 and sell it today you would earn a total of 18.00 from holding BMO Balanced ETF or generate 0.59% return on investment over 90 days. BMO Balanced ETF is generating 0.0108% of daily returns and assumes 0.5033% volatility on return distribution over the 90 days horizon. Simply put, 4% 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 |
| Risk |
BMO Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BMO Balanced's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as BMO Balanced ETF, and traders can use it to determine the average amount a BMO Balanced'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 = 0.0214
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Estimated Market Risk
| 0.5 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average BMO Balanced is performing at about 1% 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 Balanced by adding it to a well-diversified portfolio.
About BMO Balanced Performance
By analyzing BMO Balanced's fundamental ratios, stakeholders can gain valuable insights into BMO Balanced's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if BMO Balanced 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 Balanced has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
BMO Balanced is entity of Canada. It is traded as Etf on TO exchange.| Latest headline from news.google.com: Strategic Investment Guide - Stock Traders Daily |
Other Information on Investing in BMO Etf
BMO Balanced 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 Balanced security.