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: 2019-06-17 )

Largest Industry Peers for Global Equity Balanced

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

+0.19 (+0.56%)

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

+0.17 (+0.62%)

CAD 2.04B
ZGRO:CA BMO Growth ETF 0.00 %

N/A

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

+0.01 (+0.07%)

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

N/A

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 0.46% 25% F 10% F
Total Return N/A N/A N/A N/A F
Trailing 12 Months  
Capital Gain -10.21% 25% F 39% F
Dividend Return 1.67% 25% F 15% F
Total Return -8.55% 25% F 37% F
Trailing 5 Years  
Capital Gain 4.60% 100% F 64% D
Dividend Return 12.01% 100% F 31% F
Total Return 16.61% 100% F 57% F
Average Annual (5 Year Horizon)  
Capital Gain 2.01% 75% C 60% D-
Dividend Return 4.43% 100% F 58% F
Total Return 2.42% 100% F 45% F
Risk Return Profile  
Volatility (Standard Deviation) 7.75% 25% F 68% D+
Risk Adjusted Return 57.14% 50% F 70% C-
Market Capitalization 0.03B 57% 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:
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.

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.