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

ETF | Global Neutral Balanced |

Last Closing

CAD 30.93

Change

+0.21 (+0.68)%

Market Cap

CAD 2.65B

Volume

0.05M

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 Neutral Balanced

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

+0.21 (+0.77%)

CAD 1.27B
ZMI:CA BMO Monthly Income

-0.03 (-0.18%)

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

+0.06 (+0.36%)

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

+0.08 (+0.63%)

CAD 0.05B
PIN:CA Purpose Monthly Income Fund Se..

N/A

CAD 5.58M
PRP:CA Purpose Conservative Income Fu..

N/A

CAD 0.95M

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 5.10% 100% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.10% 88% B+ 48% F
Trailing 12 Months  
Capital Gain 11.02% 88% B+ 62% D
Dividend Return 1.33% 40% F 27% F
Total Return 12.35% 88% B+ 60% D-
Trailing 5 Years  
Capital Gain 22.25% 75% C 56% F
Dividend Return 6.56% 57% F 30% F
Total Return 28.81% 88% B+ 53% F
Average Annual (5 Year Horizon)  
Capital Gain 2.86% 75% C 55% F
Dividend Return 4.08% 88% B+ 54% F
Total Return 1.22% 43% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 9.05% 38% F 73% C
Risk Adjusted Return 45.13% 88% B+ 73% C
Market Capitalization 2.65B 100% F 81% B-

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.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

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.

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.