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

ETF | Others |

Last Closing

CAD 23.61

Change

-0.02 (-0.08)%

Market Cap

CAD 0.03B

Volume

1.80K

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: 2025-05-30 )

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 2.47% 74% C 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.47% 73% C 59% D-
Trailing 12 Months  
Capital Gain 8.95% 62% D 57% F
Dividend Return 1.01% 30% F 18% F
Total Return 9.96% 60% D- 53% 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 6.15% 64% D 56% F
Dividend Return 6.61% 64% D 52% F
Total Return 0.45% 48% F 20% F
Risk Return Profile  
Volatility (Standard Deviation) 7.65% 63% D 81% B-
Risk Adjusted Return 86.36% 89% A- 87% 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.