VCNS:CA:TSX-Vanguard Conservative ETF Portfolio (CAD)

ETF | Global Neutral Balanced |

Last Closing

CAD 29.4

Change

-0.23 (-0.78)%

Market Cap

CAD 0.52B

Volume

7.50K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-30 )

Largest Industry Peers for Global Neutral Balanced

Symbol Name Price(Change) Market Cap
VBAL:CA Vanguard Balanced Portfolio

+0.01 (+0.03%)

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

+0.04 (+0.13%)

CAD 1.73B
ZBAL:CA BMO Balanced ETF

-0.04 (-0.10%)

CAD 0.27B
ZMI:CA BMO Monthly Income

N/A

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

+0.10 (+0.54%)

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

+0.02 (+0.14%)

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

+0.03 (+0.17%)

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

+0.02 (+0.10%)

N/A

ETFs Containing VCNS: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 6.89% 39% F 39% F
Dividend Return 1.49% 17% F 19% F
Total Return 8.38% 28% F 35% F
Trailing 12 Months  
Capital Gain 6.89% 39% F 39% F
Dividend Return 1.49% 17% F 19% F
Total Return 8.38% 28% F 35% F
Trailing 5 Years  
Capital Gain 10.18% 50% F 48% F
Dividend Return 10.71% 17% F 24% F
Total Return 20.89% 28% F 40% F
Average Annual (5 Year Horizon)  
Capital Gain 1.69% 33% F 39% F
Dividend Return 2.87% 33% F 37% F
Total Return 1.19% 33% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 8.04% 67% D+ 80% B-
Risk Adjusted Return 35.74% 44% F 50% F
Market Capitalization 0.52B 69% C- 59% D-

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.