CBN:CA:TSX-iShares Balanced Growth CorePortfolio Index ETF

ETF | Global Equity Balanced | Toronto Stock Exchange

Last Closing

CAD 19.34

Change

0.00 (0.00)%

Market Cap

CAD 0.03B

Volume

9.70K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to replicate, net of expenses, the Sabrient Global Balanced Growth Index. The fund consists of an allocation of ETFs to create a balanced and diversified portfolio. It will allocate the majority of its holdings within dividend focused equity, REITs, intermediate- and short-term fixed-income securities.

Inception Date: 21/06/2007

Primary Benchmark: Sabrient Gbl Balanced Growth TR CAD

Primary Index: Morningstar CAN Bal Glbl Agg CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.84 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-16 )

Largest Industry Peers for Global Equity Balanced

Symbol Name Mer Price(Change) Market Cap
VGRO:CA Vanguard Growth Portfolio 0.25 %

-0.07 (-0.21%)

CAD 4.84B
XGRO:CA iShares Core Growth ETF Portfo.. 0.84 %

+0.03 (+0.11%)

CAD 2.04B
ZGRO:CA BMO Growth ETF 0.00 %

-0.03 (-0.07%)

CAD 0.24B
HBAL:CA Horizons Balanced TRI ETF Port.. 0.16 %

-0.08 (-0.56%)

CAD 0.14B
PLV:CA Invesco Low Volatility Portfol.. 0.51 %

-0.03 (-0.13%)

CAD 0.02B

ETFs Containing CBN:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Global Equity Balanced) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Trailing 12 Months  
Capital Gain -10.67% 33% F 46% F
Dividend Return 2.08% 67% D+ 24% F
Total Return -8.59% 33% F 43% F
Trailing 5 Years  
Capital Gain 9.82% 100% F 67% D+
Dividend Return 12.83% 100% F 33% F
Total Return 22.66% 100% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 3.68% 100% F 65% D
Dividend Return 6.16% 100% F 64% D
Total Return 2.48% 100% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 6.88% 33% F 74% C
Risk Adjusted Return 89.50% 67% D+ 84% B
Market Capitalization 0.03B 67% 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:
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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
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.