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

ETF | Others |

Last Closing

CAD 23.64

Change

0.00 (0.00)%

Market Cap

CAD 0.07B

Volume

225.00

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: 2024-05-06 )

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 6.63% 64% D 58% F
Dividend Return 0.32% 16% F 11% F
Total Return 6.95% 66% D+ 57% F
Trailing 12 Months  
Capital Gain 11.61% 61% D- 64% D
Dividend Return 1.33% 58% F 25% F
Total Return 12.94% 64% D 62% 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 -0.03% 43% F 41% F
Dividend Return 0.02% 45% F 33% F
Total Return 0.05% 49% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 6.93% 57% F 79% B-
Risk Adjusted Return 0.27% 45% 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.