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

ETF | Global Neutral Balanced |

Last Closing

CAD 40.08

Change

+0.47 (+1.19)%

Market Cap

CAD 0.26B

Volume

5.30K

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: 2024-11-06 )

Largest Industry Peers for Global Neutral Balanced

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

+0.34 (+1.04%)

CAD 3.14B
XBAL:CA iShares Core Balanced ETF Port..

+0.28 (+0.94%)

CAD 1.61B
VCNS:CA Vanguard Conservative ETF Port..

+0.15 (+0.51%)

CAD 0.50B
ZMI:CA BMO Monthly Income

+0.16 (+0.92%)

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

-0.04 (-0.22%)

CAD 0.06B
HCON:CA Global X Conservative Asset Al..

+0.04 (+0.29%)

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

+0.06 (+0.34%)

CAD 5.87M
PRP:CA Purpose Conservative Income Fu..

+0.04 (+0.20%)

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 12.81% 100% F 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.81% 100% F 54% F
Trailing 12 Months  
Capital Gain 18.44% 100% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.44% 100% F 52% F
Trailing 5 Years  
Capital Gain 24.90% 67% D+ 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 24.90% 67% D+ 56% F
Average Annual (5 Year Horizon)  
Capital Gain 3.99% 78% C+ 50% F
Dividend Return 5.41% 78% C+ 50% F
Total Return 1.42% 67% D+ 47% F
Risk Return Profile  
Volatility (Standard Deviation) 9.07% 56% F 75% C
Risk Adjusted Return 59.72% 78% C+ 75% C
Market Capitalization 0.26B 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