VCNS:CA:TSX-Vanguard Conservative ETF Portfolio (CAD)

ETF | Global Neutral Balanced |

Last Closing

CAD 29.23

Change

+0.14 (+0.48)%

Market Cap

CAD 0.50B

Volume

5.37K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Vanguard Conservative ETF Portfolio seeks to provide a combination of income and moderate long-term capital growth by investing in equity and fixed income securities.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-19 )

Largest Industry Peers for Global Neutral Balanced

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

+0.21 (+0.65%)

CAD 3.03B
XBAL:CA iShares Core Balanced ETF Port..

+0.21 (+0.71%)

CAD 1.54B
ZBAL:CA BMO Balanced ETF

+0.24 (+0.61%)

CAD 0.25B
ZMI:CA BMO Monthly Income

+0.06 (+0.35%)

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

+0.01 (+0.05%)

CAD 0.07B
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 VCNS: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 7.78% 44% F 40% F
Dividend Return 0.76% 43% F 24% F
Total Return 8.54% 44% F 39% F
Trailing 12 Months  
Capital Gain 13.87% 56% F 47% F
Dividend Return 0.80% 43% F 18% F
Total Return 14.67% 56% F 44% F
Trailing 5 Years  
Capital Gain 11.20% 56% F 46% F
Dividend Return 5.64% 29% F 18% F
Total Return 16.85% 44% F 42% F
Average Annual (5 Year Horizon)  
Capital Gain 1.15% 56% F 43% F
Dividend Return 2.32% 33% F 40% F
Total Return 1.17% 33% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 7.48% 67% D+ 79% B-
Risk Adjusted Return 30.98% 44% F 51% F
Market Capitalization 0.50B 75% C 59% D-

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.