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

ETF | Others |

Last Closing

CAD 23.67

Change

0.00 (0.00)%

Market Cap

CAD 5.82M

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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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 CBGR: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 14.24% 57% F 58% F
Dividend Return 1.68% 32% F 24% F
Total Return 15.92% 53% F 54% F
Trailing 12 Months  
Capital Gain 21.14% 61% D- 63% D
Dividend Return 2.48% 34% F 27% F
Total Return 23.61% 58% F 59% D-
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 4.39% 63% D 51% F
Dividend Return 4.43% 62% D 46% F
Total Return 0.03% 27% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 7.18% 63% D 82% B
Risk Adjusted Return 61.69% 81% B- 76% C+
Market Capitalization 5.82M 15% F 5% 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.