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

ETF | Global Neutral Balanced |

Last Closing

CAD 39.48

Change

-0.08 (-0.20)%

Market Cap

CAD 0.25B

Volume

8.60K

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
VBAL:CA Vanguard Balanced Portfolio

-0.27 (-0.81%)

CAD 3.09B
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
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 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 11.12% 100% F 50% F
Dividend Return 0.62% 38% F 19% F
Total Return 11.74% 56% F 47% F
Trailing 12 Months  
Capital Gain 20.96% 100% F 55% F
Dividend Return 0.67% 38% F 16% F
Total Return 21.63% 67% D+ 49% F
Trailing 5 Years  
Capital Gain 26.34% 67% D+ 53% F
Dividend Return 7.04% 50% F 24% F
Total Return 33.38% 78% 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 63% D 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