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

ETF | Global Neutral Balanced |

Last Closing

CAD 38.41

Change

0.00 (0.00)%

Market Cap

CAD 0.23B

Volume

7.48K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-08 )

ETFs Containing ZBAL:CA

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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 8.11% 100% F 51% F
Dividend Return 0.62% 29% F 20% F
Total Return 8.73% 67% D+ 49% F
Trailing 12 Months  
Capital Gain 12.08% 100% F 53% F
Dividend Return 0.64% 29% F 14% F
Total Return 12.72% 67% D+ 50% F
Trailing 5 Years  
Capital Gain 21.90% 67% D+ 55% F
Dividend Return 6.98% 43% F 26% F
Total Return 28.88% 78% C+ 53% F
Average Annual (5 Year Horizon)  
Capital Gain 3.49% 67% D+ 51% F
Dividend Return 4.94% 78% C+ 51% F
Total Return 1.45% 67% D+ 46% F
Risk Return Profile  
Volatility (Standard Deviation) 8.65% 56% F 75% C
Risk Adjusted Return 57.16% 89% A- 75% C
Market Capitalization 0.23B 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:

There is nothing we particularly dislike