HBAL:CA:TSX-Horizons Balanced TRI ETF Portfolio (CAD)

ETF | Global Equity Balanced |

Last Closing

CAD 14.53

Change

+0.01 (+0.07)%

Market Cap

CAD 0.14B

Volume

5.86K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-03-27 )

Largest Industry Peers for Global Equity Balanced

Symbol Name Price(Change) Market Cap
VGRO:CA Vanguard Growth Portfolio

+0.22 (+0.66%)

CAD 4.84B
XGRO:CA iShares Core Growth ETF Portfo..

+0.19 (+0.70%)

CAD 2.13B
ZGRO:CA BMO Growth ETF

+0.30 (+0.74%)

CAD 0.25B
PLV:CA Invesco Low Volatility Portfol..

-0.10 (-0.44%)

CAD 0.02B

ETFs Containing HBAL:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Equity Balanced) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.91% 40% F 51% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.91% 40% F 48% F
Trailing 12 Months  
Capital Gain 13.43% 40% F 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.43% 40% F 61% D-
Trailing 5 Years  
Capital Gain 43.29% 100% F 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 43.29% 60% D- 62% D
Average Annual (5 Year Horizon)  
Capital Gain 6.54% 100% F 67% D+
Dividend Return 6.54% 80% B- 62% D
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 12.42% 20% F 63% D
Risk Adjusted Return 52.64% 40% F 80% B-
Market Capitalization 0.14B 40% F 43% 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:

There is nothing we particularly like

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

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.