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: 2019-01-20 )

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 -10.96% 33% F 45% F
Dividend Return 2.07% 67% D+ 24% F
Total Return -8.89% 33% F 43% F
Trailing 5 Years  
Capital Gain 9.45% 100% F 67% D+
Dividend Return 12.79% 100% F 32% F
Total Return 22.24% 100% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 3.60% 100% F 65% D
Dividend Return 6.08% 100% F 64% D
Total Return 2.48% 100% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 6.96% 33% F 74% C
Risk Adjusted Return 87.41% 67% D+ 83% B
Market Capitalization 0.03B 50% F 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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.