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

ETF | Others |

Last Closing

CAD 23.69

Change

0.00 (0.00)%

Market Cap

CAD 0.03B

Volume

731.00

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: 2025-05-17 )

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% 76% C+ 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.82% 75% C 64% D
Trailing 12 Months  
Capital Gain 10.86% 71% C- 67% D+
Dividend Return 1.02% 30% F 18% F
Total Return 11.88% 70% C- 61% D-
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 6.09% 63% D 55% F
Dividend Return 6.54% 64% D 51% F
Total Return 0.44% 47% F 20% F
Risk Return Profile  
Volatility (Standard Deviation) 7.71% 63% D 81% B-
Risk Adjusted Return 84.80% 89% A- 86% B+
Market Capitalization 0.03B 39% F 19% 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:
Below median total returns

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

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.