MBAL:CA:TSX-Mackenzie Balanced Allocation ETF (CAD)

ETF | Others |

Last Closing

CAD 23.08

Change

+0.19 (+0.83)%

Market Cap

CAD 0.07B

Volume

201.00

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: 2024-04-29 )

ETFs Containing MBAL: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 4.10% 54% F 51% F
Dividend Return 0.32% 16% F 10% F
Total Return 4.42% 55% F 49% F
Trailing 12 Months  
Capital Gain 7.95% 58% F 61% D-
Dividend Return 1.31% 59% D- 25% F
Total Return 9.26% 60% D- 58% 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 -0.08% 44% F 41% F
Dividend Return -0.03% 44% F 33% F
Total Return 0.04% 47% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 6.91% 58% F 80% B-
Risk Adjusted Return -0.50% 44% F 33% F
Market Capitalization 0.07B 60% D- 32% 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.

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.

Below median total returns

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