Bmo Mid Term Ig Etf Five Year Return
BMO Mid Term IG fundamentals help investors to digest information that contributes to BMO Mid's financial success or failures. It also enables traders to predict the movement of BMO Etf. The fundamental analysis module provides a way to measure BMO Mid's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to BMO Mid etf.
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BMO Mid Term IG ETF Five Year Return Analysis
BMO Mid's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current BMO Mid Five Year Return | 1.30 % |
Most of BMO Mid's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, BMO Mid Term IG is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, BMO Mid Term IG has a Five Year Return of 1.3%. This is much higher than that of the BMO Asset Management Inc family and significantly higher than that of the Global Corporate Fixed Income category. The five year return for all Canada etfs is notably lower than that of the firm.
BMO Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses BMO Mid's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of BMO Mid could also be used in its relative valuation, which is a method of valuing BMO Mid by comparing valuation metrics of similar companies.BMO Mid is currently under evaluation in five year return as compared to similar ETFs.
Fund Asset Allocation for BMO Mid
The fund consists of 94.73% investments in fixed income securities, with the rest of funds allocated in various types of exotic instruments.Asset allocation divides BMO Mid's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
BMO Fundamentals
| Beta | 0.88 | |||
| One Year Return | 1.40 % | |||
| Three Year Return | 0.50 % | |||
| Five Year Return | 1.30 % | |||
| Ten Year Return | 4.50 % | |||
| Net Asset | 1.29 B | |||
| Last Dividend Paid | 0.058 | |||
| Holdings Turnover | 32.37 % | |||
| Bond Positions Weight | 94.73 % |
About BMO Mid Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze BMO Mid Term IG's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of BMO Mid using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of BMO Mid Term IG based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in BMO Mid Term IG. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. Note that the BMO Mid Term information on this page should be used as a complementary analysis to other BMO Mid's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.