BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH.TO)

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The chart shows the growth of an initial investment of CA$10,000 in BMO Equal Weight US Health Care Hedged to CAD 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 Equal Weight US Health Care Hedged to CAD Index ETF (ZUH.TO) has returned -5.48% so far this year and 3.41% over the past 12 months. Over the last ten years, ZUH.TO has returned 5.69% per year, falling short of the S&P 500 Index benchmark, which averaged 12.91% annually.

Based on dividend-adjusted daily data since May 26, 2010, ZUH.TO's average daily return is +0.05%, while the average monthly return is +0.96%. At this rate, your investment would double in approximately 6.0 years.

Historically, 64% of months were positive and 36% were negative. The best month was Apr 2020 with a return of +14.5%, while the worst month was Jan 2022 at -11.1%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 3 months.

On a daily basis, ZUH.TO closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +9.1%, while the worst single day was Mar 16, 2020 at -10.0%.

BMO Equal Weight US Health Care Hedged to CAD Index ETF has an annualized alpha of 0.67%, beta of 0.85, and R² of 0.50 versus S&P 500 Index. Calculated based on daily prices since May 27, 2010.

• This ETF participated in 97.20% of S&P 500 Index downside but only 89.16% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.50 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

ZUH.TO has an expense ratio of 0.39%, placing it in the medium range.

ZUH.TO ranks 16 for risk / return — in the bottom 16% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH.TO) and compare them to a chosen benchmark (S&P 500 Index).

BMO Equal Weight US Health Care Hedged to CAD Index ETF provided a 0.58% dividend yield over the last twelve months, with an annual payout of CA$0.38 per share.

The table displays the monthly dividend distributions for BMO Equal Weight US Health Care Hedged to CAD 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 Equal Weight US Health Care Hedged to CAD 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 Equal Weight US Health Care Hedged to CAD Index ETF was 34.20%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current BMO Equal Weight US Health Care Hedged to CAD Index ETF drawdown is 23.82%.

The chart below shows the rolling one-month volatility.