BMO Junior Gold Index ETF (ZJG.TO)

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The chart shows the growth of an initial investment of CA$10,000 in BMO Junior Gold 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.

BMO Junior Gold Index ETF (ZJG.TO) has returned 12.15% so far this year and 119.13% over the past 12 months. Looking at the last ten years, ZJG.TO has achieved an annualized return of 20.60%, outperforming the S&P 500 Index benchmark, which averaged 12.91% per year.

Based on dividend-adjusted daily data since Jan 25, 2010, ZJG.TO's average daily return is +0.06%, while the average monthly return is +1.20%. At this rate, your investment would double in approximately 4.8 years.

Historically, 51% of months were positive and 49% were negative. The best month was Apr 2020 with a return of +49.5%, while the worst month was Apr 2013 at -22.8%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 9 months.

On a daily basis, ZJG.TO closed higher 49% of trading days. The best single day was Mar 17, 2020 with a return of +15.5%, while the worst single day was Mar 12, 2020 at -13.9%.

BMO Junior Gold Index ETF has an annualized alpha of 14.02%, beta of 0.10, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since January 26, 2010.

• This ETF captured 14.21% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -26.77%) — a profile typical of hedging or uncorrelated assets.
• Beta of 0.10 may look defensive, but with R² of 0.00 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R² of 0.00 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

ZJG.TO has an expense ratio of 0.61%, placing it in the medium range.

ZJG.TO ranks 93 for risk / return — in the top 93% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for BMO Junior Gold Index ETF (ZJG.TO) and compare them to a chosen benchmark (S&P 500 Index).

BMO Junior Gold Index ETF provided a 0.10% dividend yield over the last twelve months, with an annual payout of CA$0.27 per share.

The table displays the monthly dividend distributions for BMO Junior Gold Index ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the BMO Junior Gold 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 Junior Gold Index ETF was 81.59%, occurring on Jul 23, 2015. Recovery took 2518 trading sessions.

The current BMO Junior Gold Index ETF drawdown is 20.85%.

The chart below shows the rolling one-month volatility.