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

ETF | Global Neutral Balanced |

Last Closing

CAD 32.515

Change

-0.27 (-0.81)%

Market Cap

CAD 3.09B

Volume

0.04M

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: 2024-10-01 )

Largest Industry Peers for Global Neutral Balanced

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

-0.13 (-0.44%)

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

-0.17 (-0.58%)

CAD 0.51B
ZBAL:CA BMO Balanced ETF

-0.08 (-0.20%)

CAD 0.25B
ZMI:CA BMO Monthly Income

+0.01 (+0.06%)

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

+0.05 (+0.27%)

CAD 0.07B
HCON:CA Global X Conservative Asset Al..

-0.03 (-0.22%)

CAD 0.05B
PIN:CA Purpose Monthly Income Fund Se..

N/A

CAD 5.89M
PRP:CA Purpose Conservative Income Fu..

N/A

N/A

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 10.48% 78% C+ 48% F
Dividend Return 1.95% 75% C 47% F
Total Return 12.44% 89% A- 49% F
Trailing 12 Months  
Capital Gain 19.94% 78% C+ 52% F
Dividend Return 2.95% 75% C 49% F
Total Return 22.89% 89% A- 52% F
Trailing 5 Years  
Capital Gain 26.57% 78% C+ 53% F
Dividend Return 8.05% 63% D 30% F
Total Return 34.62% 89% A- 51% 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 100% F 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