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ZEB.TO · Bmo Equal Weight Banks Index Mutual Fund

Over the last 15 years (2011-09 to 2026-09), CA$10,000 invested in ZEB.TO with dividends reinvested grew to CA$75,729, 14.37% a year, with a worst peak-to-trough fall of -24.16%. Past performance doesn't predict future results.

All figures on this page are in Canadian dollars (CAD), the currency ZEB.TO trades in.

Growth of CA$10,000 · 2011-09 to 2026-09 · dividends reinvested

CAGR (annualized return)
14.37%
Volatility (annualized)
15.23%
Worst drawdown
-24.16%
Sharpe ratio
0.85

How ZEB.TO held up in past market crashes

ZEB.TO has been through 3 of the market crashes since 2000 in our data. Its deepest price fall was 39.9% in the 2020 COVID crash, when the S&P 500 fell 34.1%. It took 11 months from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.

Deepest price fall and recovery time of ZEB.TO in each market crash, next to the S&P 500
CrashZEB.TO deepest fallS&P 500 (SPY)Peak to bottomBack to peak
2018 fourth-quarter selloff-16.7%-20.2%Sep 2018 to Dec 20182.2 years
2020 COVID crash-39.9%-34.1%Feb 2020 to Mar 202011 months
2022 bear market-25.4%-25.4%Feb 2022 to Oct 20222.2 years

Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.

About ZEB.TO

The BMO Equal Weight Banks Index Mutual Fund is a sector-focused fund designed to provide exposure to the Canadian banking industry. Its primary objective is to replicate, as closely as possible (before fees and expenses), the performance of an equal-weighted index that tracks major Canadian banks. By assigning equal weight to each banking stock in its portfolio, the fund avoids concentration in any single institution, thereby promoting diversification within the sector. This fund invests predominantly in shares of leading Canadian commercial banks, such as Bank of Montreal, Bank of Nova Scotia, and Canadian Imperial Bank of Commerce, making it well-suited for investors seeking targeted access to Canada’s financial sector. The equal-weighting methodology distinguishes this fund from traditional market-cap weighted products, resulting in a balanced exposure to each constituent regardless of size and supporting a more uniform risk allocation. Managed by BMO Asset Management Inc., the fund plays a notable role in offering sector-specific equity exposure and is often used by investors to implement views on the performance of Canadian banks or to complement broader Canadian equity holdings.

Put ZEB.TO to the test

Every tool below opens prefilled with ZEB.TO: free, no account needed.

Educational use only, not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

ZEB.TO (Bmo Equal Weight Banks Index Mutual Fund): returns, risk & backtest · Informed Portfolio