VBAL:CA:TSX-Vanguard Balanced Portfolio (CAD)

ETF | Global Neutral Balanced |

Last Closing

CAD 32.78

Change

+0.04 (+0.12)%

Market Cap

CAD 3.09B

Volume

0.06M

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: 2024-09-30 )

Largest Industry Peers for Global Neutral Balanced

Symbol Name Price(Change) Market Cap
XBAL:CA iShares Core Balanced ETF Port..

N/A

CAD 1.58B
XBAL:CA iShares Core Balanced ETF Port..

N/A

CAD 1.58B
VCNS:CA Vanguard Conservative ETF Port..

-0.01 (-0.03%)

CAD 0.51B
VCNS:CA Vanguard Conservative ETF Port..

-0.01 (-0.03%)

CAD 0.51B
ZBAL:CA BMO Balanced ETF

-0.04 (-0.10%)

CAD 0.25B
ZBAL:CA BMO Balanced ETF

-0.04 (-0.10%)

CAD 0.25B
ZMI:CA BMO Monthly Income

N/A

CAD 0.13B
ZMI:CA BMO Monthly Income

N/A

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

-0.02 (-0.11%)

CAD 0.07B
PINC:CA Purpose Multi-Asset Income Fun..

-0.02 (-0.11%)

CAD 0.07B

ETFs Containing VBAL: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 11.38% 94% A 49% F
Dividend Return 1.51% 56% F 38% F
Total Return 12.90% 83% B 50% F
Trailing 12 Months  
Capital Gain 19.90% 83% B 54% F
Dividend Return 2.46% 56% F 42% F
Total Return 22.35% 83% B 53% F
Trailing 5 Years  
Capital Gain 28.45% 83% B 55% F
Dividend Return 7.60% 56% F 27% F
Total Return 36.05% 83% B 52% F
Average Annual (5 Year Horizon)  
Capital Gain 3.97% N/A N/A 52% F
Dividend Return 5.35% N/A N/A 52% F
Total Return 1.38% N/A N/A 45% F
Risk Return Profile  
Volatility (Standard Deviation) 9.36% N/A N/A 83% B
Risk Adjusted Return 57.15% N/A N/A 74% C
Market Capitalization 3.09B 94% A 81% B-

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:

There is nothing we particularly dislike