XINC:CA:TSX-iShares Core Income Balanced ETF Portfolio (CAD)

ETF | Others |

Last Closing

CAD 20.63

Change

-0.06 (-0.29)%

Market Cap

CAD 0.07B

Volume

1.12K

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: 2025-03-11 )

Largest Industry Peers for Others

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

-0.19 (-0.56%)

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..

+0.09 (+0.32%)

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

+0.16 (+0.71%)

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

-0.19 (-0.54%)

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

-0.01 (-0.02%)

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

+0.43 (+1.62%)

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

N/A

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

+0.29 (+2.67%)

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

-0.01 (-0.04%)

CAD 2.78B

ETFs Containing XINC: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 1.08% 69% C- 63% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.08% 68% D+ 60% D-
Trailing 12 Months  
Capital Gain 4.93% 47% F 44% F
Dividend Return 2.92% 61% D- 47% F
Total Return 7.85% 51% F 45% F
Trailing 5 Years  
Capital Gain 8.24% 25% F 32% F
Dividend Return 13.39% 48% F 27% F
Total Return 21.62% 23% F 26% F
Average Annual (5 Year Horizon)  
Capital Gain -0.68% 19% F 25% F
Dividend Return 0.87% 26% F 24% F
Total Return 1.55% 92% A 51% F
Risk Return Profile  
Volatility (Standard Deviation) 6.66% 72% C 86% B+
Risk Adjusted Return 13.06% 26% F 27% F
Market Capitalization 0.07B 52% F 28% 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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.