BMO S&P/TSX Capped Composite Index ETF (ZCN.TO)
The ETF aims to mirror the performance of the S&P/TSX Capped Composite Index by investing in the constituent securities in the same proportions as the Index. The Index comprises over 200 top Canadian stocks, representing about 95% of the Canadian equity market, with constituent securities subject to specific eligibility criteria and weight caps.
ETF Info
CUSIP | 05574G109 |
---|---|
Issuer | BMO |
Inception Date | May 29, 2009 |
Region | North America (Canada) |
Category | Canada Equities |
Index Tracked | S&P/TSX Capped Composite Index |
Distribution Policy | Distributing |
Home Page | www.bmogam.com |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
ZCN.TO has an expense ratio of 0.06% which is considered to be low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of CA$10,000 in BMO S&P/TSX Capped Composite Index ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
BMO S&P/TSX Capped Composite Index ETF had a return of 7.48% year-to-date (YTD) and 11.84% in the last 12 months. Over the past 10 years, BMO S&P/TSX Capped Composite Index ETF had an annualized return of 7.61%, while the S&P 500 had an annualized return of 10.71%, indicating that BMO S&P/TSX Capped Composite Index ETF did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 7.48% | 8.76% |
1 month | 0.30% | -0.32% |
6 months | 15.64% | 18.48% |
1 year | 11.84% | 25.36% |
5 years (annualized) | 9.81% | 12.60% |
10 years (annualized) | 7.61% | 10.71% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.61% | 1.77% | 4.20% | -1.79% | ||||||||
2023 | -3.18% | 7.51% | 3.83% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ZCN.TO is 53, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
ZCN.TO (BMO S&P/TSX Capped Composite Index ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for BMO S&P/TSX Capped Composite Index ETF (ZCN.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
BMO S&P/TSX Capped Composite Index ETF granted a 3.08% dividend yield in the last twelve months. The annual payout for that period amounted to CA$0.92 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | CA$0.92 | CA$0.92 | CA$0.85 | CA$0.78 | CA$0.76 | CA$0.72 | CA$0.61 | CA$0.59 | CA$0.59 | CA$0.59 | CA$0.53 | CA$0.58 |
Dividend yield | 3.08% | 3.29% | 3.27% | 2.74% | 3.24% | 3.13% | 3.16% | 2.71% | 2.84% | 3.33% | 2.66% | 3.17% |
Monthly Dividends
The table displays the monthly dividend distributions for BMO S&P/TSX Capped Composite Index ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | CA$0.00 | CA$0.00 | CA$0.23 | CA$0.00 | ||||||||
2023 | CA$0.00 | CA$0.00 | CA$0.23 | CA$0.00 | CA$0.00 | CA$0.23 | CA$0.00 | CA$0.00 | CA$0.23 | CA$0.00 | CA$0.00 | CA$0.23 |
2022 | CA$0.00 | CA$0.00 | CA$0.21 | CA$0.00 | CA$0.00 | CA$0.21 | CA$0.00 | CA$0.00 | CA$0.21 | CA$0.00 | CA$0.00 | CA$0.22 |
2021 | CA$0.00 | CA$0.00 | CA$0.19 | CA$0.00 | CA$0.00 | CA$0.19 | CA$0.00 | CA$0.00 | CA$0.19 | CA$0.00 | CA$0.00 | CA$0.21 |
2020 | CA$0.00 | CA$0.00 | CA$0.19 | CA$0.00 | CA$0.00 | CA$0.19 | CA$0.00 | CA$0.00 | CA$0.19 | CA$0.00 | CA$0.00 | CA$0.19 |
2019 | CA$0.00 | CA$0.00 | CA$0.16 | CA$0.00 | CA$0.00 | CA$0.16 | CA$0.00 | CA$0.00 | CA$0.17 | CA$0.00 | CA$0.00 | CA$0.23 |
2018 | CA$0.00 | CA$0.00 | CA$0.15 | CA$0.00 | CA$0.00 | CA$0.15 | CA$0.00 | CA$0.00 | CA$0.15 | CA$0.00 | CA$0.00 | CA$0.16 |
2017 | CA$0.00 | CA$0.00 | CA$0.15 | CA$0.00 | CA$0.00 | CA$0.15 | CA$0.00 | CA$0.00 | CA$0.15 | CA$0.00 | CA$0.00 | CA$0.15 |
2016 | CA$0.00 | CA$0.00 | CA$0.17 | CA$0.00 | CA$0.00 | CA$0.14 | CA$0.00 | CA$0.00 | CA$0.14 | CA$0.00 | CA$0.00 | CA$0.14 |
2015 | CA$0.00 | CA$0.00 | CA$0.14 | CA$0.00 | CA$0.00 | CA$0.14 | CA$0.00 | CA$0.00 | CA$0.14 | CA$0.00 | CA$0.00 | CA$0.17 |
2014 | CA$0.00 | CA$0.00 | CA$0.13 | CA$0.00 | CA$0.00 | CA$0.13 | CA$0.00 | CA$0.00 | CA$0.13 | CA$0.00 | CA$0.00 | CA$0.15 |
2013 | CA$0.13 | CA$0.00 | CA$0.00 | CA$0.13 | CA$0.00 | CA$0.00 | CA$0.13 | CA$0.00 | CA$0.00 | CA$0.21 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the BMO S&P/TSX Capped Composite Index ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the BMO S&P/TSX Capped Composite Index ETF was 37.18%, occurring on Mar 23, 2020. Recovery took 178 trading sessions.
The current BMO S&P/TSX Capped Composite Index ETF drawdown is 0.20%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-37.18% | Feb 21, 2020 | 22 | Mar 23, 2020 | 178 | Dec 4, 2020 | 200 |
-23.05% | Mar 7, 2011 | 146 | Oct 4, 2011 | 531 | Nov 14, 2013 | 677 |
-21.65% | Apr 16, 2015 | 192 | Jan 20, 2016 | 188 | Oct 19, 2016 | 380 |
-16.25% | Apr 5, 2022 | 70 | Jul 14, 2022 | 364 | Dec 27, 2023 | 434 |
-15.52% | Jul 16, 2018 | 113 | Dec 24, 2018 | 57 | Mar 18, 2019 | 170 |
Volatility
Volatility Chart
The current BMO S&P/TSX Capped Composite Index ETF volatility is 2.90%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.