MBAL:CA:TSX-Mackenzie Balanced Allocation ETF (CAD)

ETF | Others |

Last Closing

CAD 25.4

Change

0.00 (0.00)%

Market Cap

CAD 0.10B

Volume

100.00

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: 2024-11-15 )

Largest Industry Peers for Others

ETFs Containing MBAL:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.57% 58% F 59% D-
Dividend Return 1.65% 31% F 23% F
Total Return 16.22% 54% F 55% F
Trailing 12 Months  
Capital Gain 17.27% 55% F 56% F
Dividend Return 2.66% 38% F 29% F
Total Return 19.93% 51% F 51% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 1.78% 47% F 42% F
Dividend Return 2.01% 48% F 35% F
Total Return 0.23% 73% C 22% F
Risk Return Profile  
Volatility (Standard Deviation) 8.39% 53% F 77% C+
Risk Adjusted Return 23.93% 45% F 43% F
Market Capitalization 0.10B 63% D 34% 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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.