ZBAL:CA:TSX-BMO Balanced ETF (CAD)

ETF | Global Neutral Balanced |

Last Closing

CAD 38.89

Change

0.00 (0.00)%

Market Cap

CAD 0.24B

Volume

311.00

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: 2024-08-31 )

Largest Industry Peers for Global Neutral Balanced

Symbol Name Price(Change) Market Cap
VBAL:CA Vanguard Balanced Portfolio

+0.14 (+0.44%)

CAD 2.96B
XBAL:CA iShares Core Balanced ETF Port..

+0.10 (+0.34%)

CAD 1.51B
VCNS:CA Vanguard Conservative ETF Port..

+0.13 (+0.45%)

CAD 0.49B
ZMI:CA BMO Monthly Income

+0.06 (+0.35%)

CAD 0.13B
PINC:CA Purpose Multi-Asset Income Fun..

+0.16 (+0.86%)

CAD 0.06B
HCON:CA Global X Conservative Asset Al..

N/A

CAD 0.05B
PIN:CA Purpose Monthly Income Fund Se..

N/A

CAD 5.79M
PRP:CA Purpose Conservative Income Fu..

N/A

N/A

ETFs Containing ZBAL:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Neutral Balanced) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.46% 100% F 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 9.46% 100% F 48% F
Trailing 12 Months  
Capital Gain 12.27% 100% F 51% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.27% 100% F 51% F
Trailing 5 Years  
Capital Gain 23.42% 67% D+ 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 23.42% 67% D+ 53% F
Average Annual (5 Year Horizon)  
Capital Gain 3.46% N/A N/A 52% F
Dividend Return 4.91% N/A N/A 52% F
Total Return 1.45% N/A N/A 46% F
Risk Return Profile  
Volatility (Standard Deviation) 8.63% N/A N/A 75% C
Risk Adjusted Return 56.94% N/A N/A 76% C+
Market Capitalization 0.24B 63% D 48% 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:

There is nothing we particularly dislike