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

ETF | Global Neutral Balanced |

Last Closing

CAD 40.04

Change

0.00 (0.00)%

Market Cap

CAD 0.25B

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: 2024-10-20 )

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 12.69% 89% A- 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.69% 89% A- 49% F
Trailing 12 Months  
Capital Gain 22.45% 100% F 51% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 22.45% 100% F 52% F
Trailing 5 Years  
Capital Gain 27.19% 67% D+ 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 27.19% 67% D+ 54% F
Average Annual (5 Year Horizon)  
Capital Gain 3.84% 67% D+ 50% F
Dividend Return 5.27% 78% C+ 51% F
Total Return 1.43% 67% D+ 47% F
Risk Return Profile  
Volatility (Standard Deviation) 8.94% 56% F 74% C
Risk Adjusted Return 58.99% 78% C+ 74% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:

There is nothing we particularly dislike