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

ETF | Others |

Last Closing

CAD 24.84

Change

+0.05 (+0.20)%

Market Cap

CAD 0.09B

Volume

1.90K

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: 2024-09-26 )

Largest Industry Peers for Others

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 12.04% 54% F 52% F
Dividend Return 1.65% 76% C+ 43% F
Total Return 13.69% 60% D- 52% F
Trailing 12 Months  
Capital Gain 19.88% 54% F 56% F
Dividend Return 2.78% 81% B- 49% F
Total Return 22.66% 61% D- 56% 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 1.17% 47% F 42% F
Dividend Return 1.39% 47% F 35% F
Total Return 0.21% 71% C- 20% F
Risk Return Profile  
Volatility (Standard Deviation) 7.79% 52% F 78% C+
Risk Adjusted Return 17.80% 43% F 40% F
Market Capitalization 0.09B 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.