XCNS:CA:TSX-iShares Core Conservative Balanced Portfolio (CAD)

ETF | Others |

Last Closing

CAD 23.2

Change

-0.10 (-0.43)%

Market Cap

CAD 0.29B

Volume

5.53K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-24 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
XEF-U:CA iShares Core MSCI EAFE IMI Ind..

+0.20 (+0.70%)

CAD 6.19B
CASH:CA GLOBAL X HIGH INTEREST SAVINGS..

+0.01 (+0.02%)

CAD 5.31B
PHYS-U:CA Sprott Physical Gold Trust

+0.24 (+1.18%)

CAD 4.76B
XEQT:CA iShares Core Equity Portfolio

-0.07 (-0.22%)

CAD 4.70B
XUS-U:CA iShares Core S&P 500 Index ETF

+0.06 (+0.17%)

CAD 4.54B
HXT-U:CA Horizons S&P/TSX 60 Index ETF

N/A

CAD 3.92B
CEF-U:CA Sprott Physical Gold and Silve..

+0.89 (+3.68%)

CAD 3.78B
PSLV-U:CA Sprott Physical Silver Trust

N/A

CAD 3.29B
NSCB:CA NBI Sustainable Canadian Bond ..

-0.01 (-0.04%)

CAD 2.78B
ZMMK:CA BMO Money Market Fund ETF Seri..

+0.02 (+0.04%)

CAD 2.53B

ETFs Containing XCNS: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 7.46% 39% F 38% F
Dividend Return 0.98% 66% D+ 30% F
Total Return 8.44% 41% F 38% F
Trailing 12 Months  
Capital Gain 14.91% 46% F 46% F
Dividend Return 1.05% 62% D 23% F
Total Return 15.96% 48% F 44% F
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 0.74% 42% F 40% F
Dividend Return 0.79% 41% F 31% F
Total Return 0.06% 39% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 7.03% 57% F 81% B-
Risk Adjusted Return 11.31% 38% F 34% F
Market Capitalization 0.29B 79% B- 51% 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:
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.

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.