XBAL:CA:TSX-iShares Core Balanced ETF Portfolio (CAD)

ETF | Global Neutral Balanced |

Last Closing

CAD 30.28

Change

+0.20 (+0.66)%

Market Cap

CAD 1.61B

Volume

0.04M

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
VBAL:CA Vanguard Balanced Portfolio

+0.19 (+0.57%)

CAD 3.15B
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 XBAL: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 13.32% 89% A- 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.32% 89% A- 54% F
Trailing 12 Months  
Capital Gain 19.59% 89% A- 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 19.59% 89% A- 53% F
Trailing 5 Years  
Capital Gain 29.24% 100% F 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 29.24% 100% F 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 4.80% 100% F 52% F
Dividend Return 6.85% 100% F 55% F
Total Return 2.05% 78% C+ 58% F
Risk Return Profile  
Volatility (Standard Deviation) 9.55% 44% F 73% C
Risk Adjusted Return 71.69% 100% F 84% B
Market Capitalization 1.61B 88% B+ 74% C

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.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.