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

ETF | Global Neutral Balanced |

Last Closing

CAD 33.29

Change

+0.19 (+0.57)%

Market Cap

CAD 3.15B

Volume

0.06M

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: 2024-11-07 )

Largest Industry Peers for Global Neutral Balanced

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

+0.20 (+0.66%)

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

+0.18 (+0.61%)

CAD 0.51B
ZBAL:CA BMO Balanced ETF

+0.27 (+0.67%)

CAD 0.26B
ZMI:CA BMO Monthly Income

+0.01 (+0.06%)

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

+0.24 (+1.30%)

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

+0.11 (+0.80%)

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

+0.10 (+0.56%)

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

+0.03 (+0.15%)

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 13.12% 78% C+ 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.12% 78% C+ 53% F
Trailing 12 Months  
Capital Gain 19.32% 78% C+ 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 19.32% 78% C+ 53% F
Trailing 5 Years  
Capital Gain 26.67% 89% A- 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 26.67% 89% A- 58% F
Average Annual (5 Year Horizon)  
Capital Gain 4.30% 89% A- 51% F
Dividend Return 5.66% 89% A- 51% F
Total Return 1.36% 56% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 9.63% 33% F 73% C
Risk Adjusted Return 58.83% 67% D+ 73% C
Market Capitalization 3.15B 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:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.