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

ETF | Global Neutral Balanced |

Last Closing

CAD 39.56

Change

-0.04 (-0.10)%

Market Cap

CAD 0.25B

Volume

3.24K

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
VBAL:CA Vanguard Balanced Portfolio

+0.04 (+0.12%)

CAD 3.09B
VBAL:CA Vanguard Balanced Portfolio

+0.04 (+0.12%)

CAD 3.09B
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
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 ZBAL: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 11.34% 83% B 49% F
Dividend Return 0.62% 31% F 19% F
Total Return 11.96% 72% C 47% F
Trailing 12 Months  
Capital Gain 20.21% 94% A 55% F
Dividend Return 0.67% 31% F 16% F
Total Return 20.88% 72% C 50% F
Trailing 5 Years  
Capital Gain 26.71% 61% D- 54% F
Dividend Return 7.05% 44% F 24% F
Total Return 33.76% 72% C 51% F
Average Annual (5 Year Horizon)  
Capital Gain 3.64% N/A N/A 51% F
Dividend Return 5.09% N/A N/A 51% F
Total Return 1.45% N/A N/A 46% F
Risk Return Profile  
Volatility (Standard Deviation) 8.76% N/A N/A 84% B
Risk Adjusted Return 58.17% N/A N/A 75% C
Market Capitalization 0.25B 56% F 49% 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:

There is nothing we particularly dislike