ducovest

VBAL:CA:TSX-Vanguard Balanced Portfolio (CAD)

ETF | Global Neutral Balanced |

Last Closing

CAD 33.67

Change

0.00 (0.00)%

Market Cap

CAD 3.32B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-25 )

Largest Industry Peers for Global Neutral Balanced

Symbol Name Price(Change) Market Cap
XBAL:CA iShares Core Balanced ETF Port..

N/A

 CAD 1.73B
VCNS:CA Vanguard Conservative ETF Port..

N/A

 CAD 0.52B
ZBAL:CA BMO Balanced ETF

N/A

 CAD 0.27B
ZMI:CA BMO Monthly Income

N/A

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

N/A

 CAD 0.06B
HCON:CA Global X Conservative Asset Al..

N/A

 CAD 0.04B
PIN:CA Purpose Monthly Income Fund Se..

N/A

 CAD 5.71M
PRP:CA Purpose Conservative Income Fu..

N/A

 N/A

ETFs Containing VBAL: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 14.41% 78% C+ 57% F
Dividend Return 1.95% 44% F 27% F
Total Return 16.36% 89% A- 53% F
Trailing 12 Months  
Capital Gain 13.44% 78% C+ 55% F
Dividend Return 2.70% 56% F 35% F
Total Return 16.14% 89% A- 52% F
Trailing 5 Years  
Capital Gain 25.54% 89% A- 60% D-
Dividend Return 11.82% 38% F 29% F
Total Return 37.36% 89% A- 53% F
Average Annual (5 Year Horizon)  
Capital Gain 4.64% 89% A- 50% F
Dividend Return 6.05% 89% A- 50% F
Total Return 1.41% 56% F 52% F
Risk Return Profile  
Volatility (Standard Deviation) 9.92% 22% F 74% C
Risk Adjusted Return 61.00% 67% D+ 73% C
Market Capitalization 3.32B 100% F 81% B-

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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

What to not like:
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.