ZTR ETF

$6.78

Returns Overview

1 Month
+1.25%
3 Months
+2.44%
6 Months
+12.20%
YTD
+11.57%
1 Year
+17.90%
3 Years (annualized)
+14.24%
5 Years (annualized)
+6.67%
10 Years (annualized)
+6.03%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ZTR have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World High Dividend Yield Index(M7WOEDY)
This ETF (YTD)
+11.57%
Peer Avg (YTD)
+5.87%
vs Peers
+5.70%

ZTR ETF Performance

ZTR performance across multiple time periods: 1-month 1.25%, YTD 11.57%, 1-year 17.90%, 3-year 14.24%, 5-year 6.67%, 10-year 6.03%.

ZTR returns outperform the peer average of 5.87% YTD. With an expense ratio of 2.53%, investors should weigh costs against performance when evaluating this ETF.

ZTR performance comparison shows side-by-side returns with another fund. ZTR alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.25%N/A
3 Months+2.44%N/A
6 Months+12.20%N/A
1 Year+17.90%N/A
3 Years+14.24%N/A
5 Years+6.67%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized