VBAL:CA:TSX-Vanguard Balanced ETF Portfolio

ETF | Global Neutral Balanced | Toronto Stock Exchange

Last Closing

CAD 25.7

Change

0.00 (0.00)%

Market Cap

CAD 0.66B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 25/01/2018

Primary Benchmark: CRSP US Total Market

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.25 %

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: 2019-06-16 )

Largest Industry Peers for Global Neutral Balanced

Symbol Name Mer Price(Change) Market Cap
XBAL:CA iShares Core Balanced ETF Port.. 0.76 %

-0.18 (-0.65%)

CAD 1.27B
ZMI:CA BMO Monthly Income 0.61 %

-0.09 (-0.55%)

CAD 0.12B
PINC:CA Purpose Multi-Asset Income Fun.. 0.99 %

-0.26 (-1.53%)

CAD 0.10B
HCON:CA Horizons Conservative TRI ETF .. 0.15 %

-0.04 (-0.31%)

CAD 0.05B
PIN:CA Purpose Monthly Income Fund Se.. 0.72 %

N/A

CAD 5.58M
PRP:CA Purpose Conservative Income Fu.. 0.71 %

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 (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.99% 80% B- 66% D+
Dividend Return 0.51% 25% F 13% F
Total Return 9.51% 80% B- 63% D
Trailing 12 Months  
Capital Gain 1.38% 67% D+ 70% C-
Dividend Return 2.12% 44% F 24% F
Total Return 3.50% 67% D+ 66% D+
Trailing 5 Years  
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
Average Annual (5 Year Horizon)  
Capital Gain 0.72% 89% A- 54% F
Dividend Return 1.28% 78% C+ 34% F
Total Return 0.56% 56% F 9% A-
Risk Return Profile  
Volatility (Standard Deviation) 2.30% 78% C+ 91% A-
Risk Adjusted Return 55.73% 67% D+ 69% C-
Market Capitalization 0.66B 100% F 82% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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:

There is nothing we particularly dislike