Bmo Core Plus Etf Performance
| ZCPB Etf | CAD 27.78 0.04 0.14% |
The etf shows a Beta (market volatility) of -0.0556, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning BMO Core are expected to decrease at a much lower rate. During the bear market, BMO Core is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days BMO Core Plus has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy basic indicators, BMO Core is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
| In Threey Sharp Ratio | -0.55 |
BMO |
BMO Core Relative Risk vs. Return Landscape
If you would invest 2,802 in BMO Core Plus on August 25, 2024 and sell it today you would lose (24.00) from holding BMO Core Plus or give up 0.86% of portfolio value over 90 days. BMO Core Plus is generating negative expected returns and assumes 0.377% volatility on return distribution over the 90 days horizon. Simply put, 3% 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 |
| Risk |
BMO Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BMO Core's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as BMO Core Plus, and traders can use it to determine the average amount a BMO Core'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 = -0.0344
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ZCPB |
Estimated Market Risk
| 0.38 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average BMO Core is not performing at its full potential. However, 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 Core by adding BMO Core to a well-diversified portfolio.
BMO Core Fundamentals Growth
BMO Etf prices reflect investors' perceptions of the future prospects and financial health of BMO Core, and BMO Core 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 | 1.25 B | |||
About BMO Core Performance
By examining BMO Core's fundamental ratios, stakeholders can obtain critical insights into BMO Core'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 Core 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 a high level of interest income along with the opportunity for growth by investing primarily in Canadian dollar denominated investment grade and non-investment grade debt instruments. BMO CORE is traded on Toronto Stock Exchange in Canada.| BMO Core Plus generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| BMO Core Plus keeps about 72.0% of its net assets in bonds |
Other Information on Investing in BMO Etf
BMO Core 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 Core security.