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

ETF | Others |

Last Closing

CAD 25.49

Change

0.00 (0.00)%

Market Cap

CAD 0.11B

Volume

3.21K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-26 )

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 14.98% 57% F 58% F
Dividend Return 2.50% 47% F 36% F
Total Return 17.47% 56% F 56% F
Trailing 12 Months  
Capital Gain 15.50% 58% F 59% D-
Dividend Return 2.51% 47% F 36% F
Total Return 18.01% 58% F 57% 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 2.27% 47% F 42% F
Dividend Return 2.56% 47% F 36% F
Total Return 0.30% 66% D+ 25% F
Risk Return Profile  
Volatility (Standard Deviation) 8.87% 55% F 77% C+
Risk Adjusted Return 28.91% 42% F 45% F
Market Capitalization 0.11B 63% D 35% 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.