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Sector Equity
|
Close (05-29-2026) |
$59.80 |
|---|---|
| Change |
-$0.02
(-0.03%)
|
| Open | $59.85 |
|---|---|
| Day Range | $59.85 - $59.85 |
| Volume | 323 |
As at April 30, 2026
As at April 30, 2026
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Inception Return (November 14, 2012): 12.54%
| Row Heading | Return | Annualized Return | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Mth | 3 Mth | 6 Mth | YTD | 1 Yr | 2 Yr | 3 Yr | 4 Yr | 5 Yr | 6 Yr | 7 Yr | 8 Yr | 9 Yr | 10 Yr | |
| Fund | 8.58% | 11.11% | 17.18% | 17.03% | 55.20% | 24.56% | 19.89% | 17.64% | 12.65% | 18.35% | 12.90% | 12.01% | 12.33% | 13.29% |
| Benchmark | 3.81% | 7.00% | 13.54% | 7.89% | 40.10% | 28.50% | 21.54% | 16.52% | 15.51% | 18.30% | 14.14% | 13.56% | 12.35% | 12.61% |
| Category Average | 11.53% | 1.65% | 1.65% | 6.29% | 31.67% | 17.93% | 19.11% | 14.41% | 8.69% | 13.25% | 11.96% | 12.45% | 11.99% | 13.18% |
| Category Rank | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Quartile Ranking | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Return % | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Jan | Feb | Mar | Apr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 12.51% | 6.54% | 1.70% | 0.98% | 2.56% | 4.90% | -2.33% | 2.51% | 5.33% | 5.66% | -3.16% | 8.58% |
| Benchmark | 5.56% | 2.91% | 1.69% | 4.96% | 5.40% | 0.97% | 3.86% | 1.32% | 0.84% | 7.72% | -4.32% | 3.81% |
19.36% (April 2020)
-26.01% (March 2020)
| Return % | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 31.36% | 17.88% | -5.91% | 20.85% | 7.71% | 17.87% | -8.10% | 19.38% | 16.11% | 16.58% |
| Benchmark | 21.08% | 9.10% | -8.89% | 22.88% | 5.60% | 25.09% | -5.84% | 11.75% | 21.65% | 31.68% |
| Category Average | -0.43% | 20.39% | 1.55% | 22.37% | 29.99% | 15.34% | -25.24% | 26.53% | 20.41% | 15.55% |
| Quartile Ranking | - | - | - | - | - | - | - | - | - | - |
| Category Rank | - | - | - | - | - | - | - | - | - | - |
31.36% (2016)
-8.10% (2022)
| Name | Percent |
|---|---|
| Canadian Equity | 94.83 |
| US Equity | 5.13 |
| Cash and Equivalents | 0.04 |
| Name | Percent |
|---|---|
| Industrial Services | 33.42 |
| Real Estate | 19.13 |
| Industrial Goods | 18.33 |
| Energy | 16.50 |
| Consumer Goods | 7.15 |
| Other | 5.47 |
| Name | Percent |
|---|---|
| North America | 100.00 |
| Name | Percent |
|---|---|
| Brookfield Business Corp Cl A | 5.13 |
| Bird Construction Inc | 3.93 |
| Hammond Power Solutions Inc Cl A | 3.78 |
| NFI Group Inc | 3.28 |
| TFI International Inc | 3.21 |
| Enerflex Ltd | 3.07 |
| Aecon Group Inc | 3.07 |
| Mullen Group Ltd | 3.06 |
| SECURE Waste Infrastructure Corp | 2.97 |
| Bombardier Inc Cl B | 2.91 |
BMO Equal Weight Industrials Index ETF
Median
Other - Sector Equity
| Standard Deviation | 15.09% | 15.71% | 17.96% |
|---|---|---|---|
| Beta | 0.89% | 0.95% | 1.15% |
| Alpha | 0.01% | -0.01% | 0.00% |
| Rsquared | 0.47% | 0.57% | 0.69% |
| Sharpe | 1.04% | 0.66% | 0.68% |
| Sortino | 2.21% | 1.11% | 0.95% |
| Treynor | 0.18% | 0.11% | 0.11% |
| Tax Efficiency | 97.11% | 95.36% | 94.90% |
| Volatility |
|
|
|
| Key Ratio | 1 Yr | 3 Yr | 5 Yr | 10 Yr |
|---|---|---|---|---|
| Standard Deviation | 15.31% | 15.09% | 15.71% | 17.96% |
| Beta | 0.67% | 0.89% | 0.95% | 1.15% |
| Alpha | 0.23% | 0.01% | -0.01% | 0.00% |
| Rsquared | 0.22% | 0.47% | 0.57% | 0.69% |
| Sharpe | 2.84% | 1.04% | 0.66% | 0.68% |
| Sortino | 10.02% | 2.21% | 1.11% | 0.95% |
| Treynor | 0.65% | 0.18% | 0.11% | 0.11% |
| Tax Efficiency | 98.90% | 97.11% | 95.36% | 94.90% |
| Start Date | November 14, 2012 |
|---|---|
| Instrument Type | Exchange Traded Fund |
| Share Class | Do-It-Yourself |
| Legal Status | Trust |
| Sales Status | Open |
| Currency | CAD |
| Distribution Frequency | Quarterly |
| Assets ($mil) | $56 |
| 52 Week High | $60.10 |
| 52 Week Low | $41.56 |
| Annual Dividend | $0.57 |
| Annual Yield | - |
| Index | Solactive Equal Weight Canada Industrials Index |
| Shares Outstanding | - |
| Registered Plan Eligible | Yes |
| Exposure | 1x performance |
|---|---|
| Asset Class High | - |
| Asset Class Medium | - |
| Asset Class Low | - |
| Leveraged | - |
| Inverse | - |
| Advisor Series | - |
| Covered Call Strategy | No |
BMO S&P/TSX Equal Weight Industrials Index ETF has been designed to replicate, to the extent possible, the performance of the S&P/TSX Equal Weight Industrials Index, net of expenses.
ZIN invests in and holds the Constituent Securities of the Index in the same proportion as they are reflected in the Index.
| Portfolio Manager |
BMO Asset Management Inc. |
|---|---|
| Sub-Advisor |
- |
| Fund Manager |
BMO Asset Management Inc. |
|---|---|
| Custodian |
State Street Trust Company Canada |
| Registrar |
State Street Trust Company Canada |
| Distributor |
- |
| MER | 0.62% |
|---|---|
| Management Fee | 0.55% |
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