ducovest

ZBAL:CA:TSX-BMO Balanced ETF (CAD)

ETF | Global Neutral Balanced |

Last Closing

CAD 40.71

Change

0.00 (0.00)%

Market Cap

CAD 0.27B

Volume

840.00

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
VBAL:CA Vanguard Balanced Portfolio

N/A

 CAD 3.32B
XBAL:CA iShares Core Balanced ETF Port..

N/A

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

N/A

 CAD 0.52B
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 ZBAL: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 14.58% 89% A- 58% F
Dividend Return 1.24% 11% F 17% F
Total Return 15.82% 78% C+ 52% F
Trailing 12 Months  
Capital Gain 14.64% 100% F 58% F
Dividend Return 1.24% 11% F 14% F
Total Return 15.88% 78% C+ 51% F
Trailing 5 Years  
Capital Gain 24.69% 78% C+ 59% D-
Dividend Return 12.13% 50% F 30% F
Total Return 36.81% 78% C+ 53% F
Average Annual (5 Year Horizon)  
Capital Gain 4.37% 78% C+ 49% F
Dividend Return 5.80% 78% C+ 49% F
Total Return 1.43% 67% D+ 52% F
Risk Return Profile  
Volatility (Standard Deviation) 9.37% 56% F 75% C
Risk Adjusted Return 61.87% 78% C+ 74% C
Market Capitalization 0.27B 63% D 49% 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.

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.

What to not like:

There is nothing we particularly dislike