HCON:CA:TSX-Global X Conservative Asset Allocation ETF (CAD)

ETF | Global Neutral Balanced |

Last Closing

CAD 13.78

Change

-0.08 (-0.58)%

Market Cap

CAD 0.04B

Volume

300.00

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: 2024-11-13 )

Largest Industry Peers for Global Neutral Balanced

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

+0.01 (+0.03%)

CAD 3.15B
XBAL:CA iShares Core Balanced ETF Port..

N/A

CAD 1.65B
VCNS:CA Vanguard Conservative ETF Port..

-0.04 (-0.14%)

CAD 0.51B
ZBAL:CA BMO Balanced ETF

+0.09 (+0.22%)

CAD 0.26B
ZMI:CA BMO Monthly Income

+0.02 (+0.11%)

CAD 0.14B
PINC:CA Purpose Multi-Asset Income Fun..

+0.02 (+0.11%)

CAD 0.06B
PIN:CA Purpose Monthly Income Fund Se..

-0.10 (-0.56%)

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

-0.08 (-0.40%)

N/A

ETFs Containing HCON: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 9.02% 67% D+ 45% F
Dividend Return 2.37% 56% F 36% F
Total Return 11.39% 56% F 41% F
Trailing 12 Months  
Capital Gain 12.03% 44% F 43% F
Dividend Return 2.93% 56% F 33% F
Total Return 14.96% 44% F 39% F
Trailing 5 Years  
Capital Gain 25.05% 78% C+ 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.05% 56% F 42% F
Average Annual (5 Year Horizon)  
Capital Gain 3.96% 67% D+ 49% F
Dividend Return 3.96% 44% F 44% F
Total Return 0.00% 11% F 1% F
Risk Return Profile  
Volatility (Standard Deviation) 9.82% 22% F 72% C
Risk Adjusted Return 40.38% 56% F 57% F
Market Capitalization 0.04B 25% F 22% 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:

There is nothing we particularly like

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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.