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Horizons Balanced TRI ETF Portfolio

HBAL
Current price
15.61 CAD -0.09 CAD (-0.57%)
ISIN CA44053R1047
Category Global Equity Balanced
Exchange Toronto Exchange
Capitalization 149 192 892 CAD
Yield for 12 month +14.86 %
1Y
3Y
5Y
10Y
15Y
HBAL
21.11.2021 - 28.11.2021

Horizons Balanced TRI ETF Portfolio, a constituent of the ETF, is listed on the Toronto Exchange. Its market capitalization stands at 149 192 892 CAD. Over the past year, it has generated a yield of +14.86 %. A significant allocation in cash assets underscores its liquidity position and risk management strategy. Turning to technical indicators, they offer a granular perspective on the fund's market behavior, historical trends, and potential forward momentum. For further metrics, refer to www.HorizonsETFs.com. For an in-depth analysis get premium access.

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Analytics

Total Assets

149 192 892 CAD

Net Expense Ratio

Annual Holdings Turnover

34.29 %

Asset HoldingHBAL

Cash

Long 0.21%
Short 0.06%
Net Assets 0.15%

The US stocks

Long -
Short -
Net Assets -

Stocks ex-US

Long -
Short -
Net Assets -

Bonds

Long 37.22%
Short -
Net Assets 37.22%

Other

Long 0.05%
Short -
Net Assets 0.05%

Efficiency HBAL

1y Volatility 6.48%
Returns YTD 15.32%
3y Volatility 11.96%
Returns 1Y 20.89%
3y ExpReturn 4.05%
Returns 3Y 3.32%
3y SharpRatio 0.04%
Returns 5Y 8.15%
Returns 10Y 0.00%

Dividend Analytics HBAL

Dividend growth over 5 years

Continuous growth

1 year

Dividend History HBAL

1 year
3 years
5 years
10 years
21.11.2021 - 28.11.2021

Technical indicators HBAL

For 52 weeks

18.51 CAD 22.26 CAD
50 Day MA 21.7 CAD
200 Day MA 20.86 CAD