Bmo Sia Focused Etf Performance

ZFC Etf  CAD 47.69  0.22  0.46%   
The etf shows a Beta (market volatility) of 0.22, which signifies not very significant fluctuations relative to the market. As returns on the market increase, BMO SIA's returns are expected to increase less than the market. However, during the bear market, the loss of holding BMO SIA is expected to be smaller as well.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in BMO SIA Focused are ranked lower than 24 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating fundamental indicators, BMO SIA may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
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BMO Sia Focused Canadian Equity Fund Quote - Press Release - The Globe and Mail
11/20/2024
In Threey Sharp Ratio0.41
  

BMO SIA Relative Risk vs. Return Landscape

If you would invest  4,251  in BMO SIA Focused on September 13, 2024 and sell it today you would earn a total of  518.00  from holding BMO SIA Focused or generate 12.19% return on investment over 90 days. BMO SIA Focused is generating 0.1815% of daily returns assuming 0.5887% volatility of returns over the 90 days investment horizon. Simply put, 5% of all etfs have less volatile historical return distribution than BMO SIA, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
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       Risk  
Assuming the 90 days trading horizon BMO SIA is expected to generate 0.8 times more return on investment than the market. However, the company is 1.24 times less risky than the market. It trades about 0.31 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.14 per unit of risk.

BMO SIA Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for BMO SIA's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as BMO SIA Focused, and traders can use it to determine the average amount a BMO SIA'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 = 0.3084

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Estimated Market Risk

 0.59
  actual daily
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95% of assets are more volatile

Expected Return

 0.18
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97% of assets have higher returns

Risk-Adjusted Return

 0.31
  actual daily
24
76% of assets perform better
Based on monthly moving average BMO SIA is performing at about 24% 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 SIA by adding it to a well-diversified portfolio.

BMO SIA Fundamentals Growth

BMO Etf prices reflect investors' perceptions of the future prospects and financial health of BMO SIA, and BMO SIA 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.

About BMO SIA Performance

By examining BMO SIA's fundamental ratios, stakeholders can obtain critical insights into BMO SIA'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 SIA 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 by investing primarily in a portfolio of Canadian equities. BMO SIA is traded on Toronto Stock Exchange in Canada.
Latest headline from news.google.com: BMO Sia Focused Canadian Equity Fund Quote - Press Release - The Globe and Mail
The fund keeps 98.85% of its net assets in stocks

Other Information on Investing in BMO Etf

BMO SIA 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 SIA security.