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

ETF | Others |

Last Closing

CAD 23.97

Change

-0.03 (-0.13)%

Market Cap

CAD 7.31M

Volume

108.00

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: 2025-03-10 )

Largest Industry Peers for Others

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

-0.69 (-2.01%)

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

+0.01 (+0.01%)

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

-0.75 (-2.57%)

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

-0.21 (-0.93%)

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

-0.86 (-2.38%)

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

-0.76 (-1.68%)

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

-0.25 (-0.93%)

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

+0.01 (+0.02%)

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

-0.20 (-1.81%)

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

N/A

CAD 2.78B

ETFs Containing CBGR: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 1.44% 71% C- 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.44% 71% C- 63% D
Trailing 12 Months  
Capital Gain 14.63% 82% B 74% C
Dividend Return 1.67% 34% F 24% F
Total Return 16.30% 83% B 70% C-
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 6.54% 66% D+ 54% F
Dividend Return 6.90% 65% D 50% F
Total Return 0.36% 50% F 20% F
Risk Return Profile  
Volatility (Standard Deviation) 8.48% 60% D- 79% B-
Risk Adjusted Return 81.39% 87% B+ 84% B
Market Capitalization 7.31M 16% F 6% 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:
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.