VBAL:CA:TSX-Vanguard Balanced ETF Portfolio (CAD)

ETF | Global Neutral Balanced |

Last Closing

CAD 27.47

Change

+0.06 (+0.20)%

Market Cap

CAD 1.02B

Volume

0.09M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-02-19 )

Largest Industry Peers for Global Neutral Balanced

Symbol Name Price(Change) Market Cap
XBAL:CA iShares Core Balanced ETF Port..

-0.04 (-0.15%)

CAD 1.22B
ZMI:CA BMO Monthly Income

-0.03 (-0.19%)

CAD 0.12B
PINC:CA Purpose Multi-Asset Income Fun..

+0.02 (+0.12%)

CAD 0.10B
HCON:CA Horizons Conservative TRI ETF ..

N/A

CAD 0.05B
PRP:CA Purpose Conservative Income Fu..

N/A

CAD 0.01B
PIN:CA Purpose Monthly Income Fund Se..

N/A

CAD 5.63M
MPCF:CA Mackenzie Portfolio Completion..

N/A

CAD 2.36M

ETFs Containing VBAL:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Neutral Balanced) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.74% 80% B- 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.74% 80% B- 66% D+
Trailing 12 Months  
Capital Gain 10.41% 80% B- 60% D-
Dividend Return 1.15% 22% F 34% F
Total Return 11.56% 80% B- 59% 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 2.69% 100% F 51% F
Dividend Return 3.68% 89% A- 43% F
Total Return 1.00% 44% F 23% F
Risk Return Profile  
Volatility (Standard Deviation) 4.54% 33% F 89% A-
Risk Adjusted Return 81.09% 78% C+ 76% C+
Market Capitalization 1.02B 100% F 75% C

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Below median total returns

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

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.