ducovest

HBAL:CA:TSX-Global X Balanced Asset Allocation ETF (CAD)

ETF | Global Equity Balanced |

Last Closing

CAD 15.86

Change

0.00 (0.00)%

Market Cap

CAD 0.15B

Volume

4.43K

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: 2024-12-28 )

Largest Industry Peers for Global Equity Balanced

Symbol Name Price(Change) Market Cap
VGRO:CA Vanguard Growth Portfolio

N/A

 CAD 6.30B
XGRO:CA iShares Core Growth ETF Portfo..

N/A

 CAD 2.86B
ZGRO:CA BMO Growth ETF

N/A

 CAD 0.37B
PLV:CA Invesco Low Volatility Portfol..

N/A

 CAD 0.02B

ETFs Containing HBAL:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Equity Balanced) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.51% 40% F 57% F
Dividend Return 2.17% 80% B- 30% F
Total Return 16.68% 40% F 54% F
Trailing 12 Months  
Capital Gain 14.51% 40% F 57% F
Dividend Return 2.17% 80% B- 30% F
Total Return 16.68% 40% F 54% F
Trailing 5 Years  
Capital Gain 42.11% 60% D- 69% C-
Dividend Return 4.18% 20% F 7% C-
Total Return 46.30% 40% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 7.48% 60% D- 58% F
Dividend Return 7.58% 40% F 54% F
Total Return 0.10% 20% F 9% A-
Risk Return Profile  
Volatility (Standard Deviation) 12.64% 20% F 64% D
Risk Adjusted Return 59.93% 20% F 71% C-
Market Capitalization 0.15B 40% F 42% 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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

Below median total returns

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

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.

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.