Bmo Tactical Dividend Etf Performance
| ZZZD Etf | CAD 29.42 0.06 0.20% |
The etf shows a Beta (market volatility) of 0.17, which signifies not very significant fluctuations relative to the market. As returns on the market increase, BMO Tactical's returns are expected to increase less than the market. However, during the bear market, the loss of holding BMO Tactical is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in BMO Tactical Dividend are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, BMO Tactical is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
BMO |
BMO Tactical Relative Risk vs. Return Landscape
If you would invest 2,789 in BMO Tactical Dividend on December 25, 2024 and sell it today you would earn a total of 153.00 from holding BMO Tactical Dividend or generate 5.49% return on investment over 90 days. BMO Tactical Dividend is generating 0.0902% of daily returns and assumes 0.4749% 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 |
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BMO Tactical Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BMO Tactical's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as BMO Tactical Dividend, and traders can use it to determine the average amount a BMO Tactical'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 = 0.1898
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Estimated Market Risk
| 0.47 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average BMO Tactical is performing at about 14% 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 Tactical by adding it to a well-diversified portfolio.
BMO Tactical Fundamentals Growth
BMO Etf prices reflect investors' perceptions of the future prospects and financial health of BMO Tactical, and BMO Tactical fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on BMO Etf performance.
| Total Asset | 573.94 M | |||
About BMO Tactical Performance
By examining BMO Tactical's fundamental ratios, stakeholders can obtain critical insights into BMO Tactical's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that BMO Tactical is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
This funds objective is to provide long term capital growth and current income by investing primarily in a diversified portfolio of exchange traded funds that invest in income producing securities. BMO TATICAL is traded on Toronto Stock Exchange in Canada.| The fund keeps about 14.48% of its net assets in bonds |
Other Information on Investing in BMO Etf
BMO Tactical 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 Tactical security.