CBAL:CA:TSX-CI Balanced Asset Allocation ETF Common Units (CAD)

ETF | Others |

Last Closing

CAD 23.69

Change

+0.03 (+0.13)%

Market Cap

CAD 0.03B

Volume

4.90K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-03 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
XEQT:CA iShares Core Equity Portfolio

-0.28 (-0.80%)

CAD 6.78B
CASH:CA GLOBAL X HIGH INTEREST SAVINGS..

-0.01 (-0.02%)

CAD 6.30B
XEF-U:CA iShares Core MSCI EAFE IMI Ind..

+0.27 (+0.96%)

CAD 6.19B
PHYS-U:CA Sprott Physical Gold Trust

+0.22 (+1.00%)

CAD 4.76B
XUS-U:CA iShares Core S&P 500 Index ETF

-0.42 (-1.13%)

CAD 4.54B
HXT-U:CA Global X S&P/TSX 60 Index ETF

-0.66 (-1.43%)

CAD 3.92B
CEF-U:CA Sprott Physical Gold and Silve..

+0.36 (+1.38%)

CAD 3.78B
ZMMK:CA BMO Money Market Fund ETF Seri..

N/A

CAD 3.55B
PSLV-U:CA Sprott Physical Silver Trust

+0.22 (+2.10%)

CAD 3.29B
NSCB:CA NBI Sustainable Canadian Bond ..

+0.13 (+0.57%)

CAD 2.78B

ETFs Containing CBAL: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 2.82% 74% C 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.82% 74% C 66% D+
Trailing 12 Months  
Capital Gain 13.51% 67% D+ 63% D
Dividend Return 1.68% 34% F 24% F
Total Return 15.19% 66% D+ 58% 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 5.83% 62% D 52% F
Dividend Return 6.18% 61% D- 48% F
Total Return 0.35% 52% F 20% F
Risk Return Profile  
Volatility (Standard Deviation) 8.00% 63% D 81% B-
Risk Adjusted Return 77.25% 85% B 82% B
Market Capitalization 0.03B 37% F 18% 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.

What to not like:
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.