CBAL:CA:TSX-CI Balanced Asset Allocation ETF Common Units (CAD)

ETF | Others |

Last Closing

CAD 22.94

Change

0.00 (0.00)%

Market Cap

CAD 0.02B

Volume

6.76K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-17 )

ETFs Containing CBAL: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 10.93% 48% F 50% F
Dividend Return 1.69% 32% F 24% F
Total Return 12.62% 44% F 44% F
Trailing 12 Months  
Capital Gain 19.79% 59% D- 60% D-
Dividend Return 2.57% 36% F 28% F
Total Return 22.37% 55% F 56% 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 3.95% 60% D- 49% F
Dividend Return 3.98% 59% D- 44% F
Total Return 0.03% 29% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 6.57% 67% D+ 84% B
Risk Adjusted Return 60.54% 80% B- 75% C
Market Capitalization 0.02B 33% F 14% 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:
Below median total returns

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

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.