ducovest

VCNS:CA:TSX-Vanguard Conservative ETF Portfolio

ETF | Global Neutral Balanced | Toronto Stock Exchange

Last Closing

CAD 25.88

Change

0.00 (0.00)%

Market Cap

CAD 0.21B

Volume

2.78K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: CAD

Country : Canada

Inception Date: 25/01/2018

Primary Benchmark: BBgBarc Gbl Agg CAN Float Adj TR CAD

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
VBAL:CA Vanguard Balanced Portfolio 0.25 %

-0.06 (-0.20%)

 CAD 2.65B
XBAL:CA iShares Core Balanced ETF Port.. 0.76 %

-0.04 (-0.15%)

 CAD 1.22B
ZMI:CA BMO Monthly Income 0.61 %

-0.03 (-0.19%)

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

+0.02 (+0.12%)

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

N/A

 CAD 0.05B
PRP:CA Purpose Conservative Income Fu.. 0.71 %

N/A

 CAD 0.01B
PIN:CA Purpose Monthly Income Fund Se.. 0.72 %

N/A

 CAD 5.63M
MPCF:CA Mackenzie Portfolio Completion.. 0.80 %

N/A

 CAD 2.36M

ETFs Containing VCNS: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 7.70% 60% D- 62% D
Dividend Return 0.42% 13% F 9% A-
Total Return 8.11% 50% F 59% D-
Trailing 12 Months  
Capital Gain 2.43% 89% A- 75% C
Dividend Return 2.09% 33% F 23% F
Total Return 4.52% 89% A- 71% C-
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% 78% C+ 54% F
Dividend Return 1.27% 67% D+ 34% F
Total Return 0.55% 44% F 9% A-
Risk Return Profile  
Volatility (Standard Deviation) 2.20% 89% A- 92% A
Risk Adjusted Return 57.61% 78% C+ 71% C-
Market Capitalization 0.21B 92% A 66% D+

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.

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:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.