MBAL:CA:TSX-Mackenzie Balanced Allocation ETF (CAD)

ETF | Others |

Last Closing

CAD 23.61

Change

0.00 (0.00)%

Market Cap

CAD 0.08B

Volume

2.90K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-06-29 )

ETFs Containing MBAL:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.50% 57% F 56% F
Dividend Return 1.06% 70% C- 37% F
Total Return 7.56% 61% D- 56% F
Trailing 12 Months  
Capital Gain 10.79% 59% D- 60% D-
Dividend Return 2.09% 82% B 44% F
Total Return 12.88% 62% D 59% D-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 0.45% 47% F 43% F
Dividend Return 0.55% 46% F 34% F
Total Return 0.11% 64% D 17% F
Risk Return Profile  
Volatility (Standard Deviation) 7.24% 55% F 78% C+
Risk Adjusted Return 7.62% 42% F 36% F
Market Capitalization 0.08B 62% D 34% F

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.