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

ETF | Global Neutral Balanced |

Last Closing

CAD 39.96

Change

-0.08 (-0.20)%

Market Cap

CAD 0.25B

Volume

7.31K

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: 2024-10-21 )

Largest Industry Peers for Global Neutral Balanced

Symbol Name Price(Change) Market Cap
VBAL:CA Vanguard Balanced Portfolio

-0.15 (-0.45%)

CAD 3.10B
XBAL:CA iShares Core Balanced ETF Port..

-0.16 (-0.53%)

CAD 1.62B
VCNS:CA Vanguard Conservative ETF Port..

-0.14 (-0.48%)

CAD 0.50B
ZMI:CA BMO Monthly Income

-0.11 (-0.62%)

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

-0.01 (-0.05%)

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

-0.10 (-0.72%)

CAD 0.04B
PIN:CA Purpose Monthly Income Fund Se..

N/A

CAD 5.93M
PRP:CA Purpose Conservative Income Fu..

+0.02 (+0.10%)

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 12.47% 100% F 49% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.47% 100% F 50% F
Trailing 12 Months  
Capital Gain 22.20% 100% F 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 22.20% 100% F 51% F
Trailing 5 Years  
Capital Gain 26.90% 67% D+ 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.90% 67% D+ 55% 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