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iShares Core Balanced ETF Portfolio

XBAL
Current price
29.43 CAD +0.1 CAD (+0.34%)
ISIN CA46428Y1025
Category Global Neutral Balanced
Exchange Toronto Exchange
Capitalization 1 499 748 688 CAD
Yield for 12 month +14.60 %
1Y
3Y
5Y
10Y
15Y
XBAL
21.11.2021 - 28.11.2021

iShares Core Balanced ETF Portfolio, a constituent of the ETF, is listed on the Toronto Exchange. Its market capitalization stands at 1 499 748 688 CAD. Over the past year, it has generated a yield of +14.60 %. 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.blackrock.com. For an in-depth analysis get premium access.

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Analytics

Total Assets

1 499 748 688 CAD

Net Expense Ratio

Annual Holdings Turnover

9.85 %

Asset HoldingXBAL

Cash

Long 8.82%
Short 8.12%
Net Assets 0.73%

The US stocks

Long -
Short -
Net Assets -

Stocks ex-US

Long -
Short -
Net Assets -

Bonds

Long 39.96%
Short -
Net Assets 39.61%

Other

Long 0.13%
Short -
Net Assets 0.13%

Efficiency XBAL

1y Volatility 8.65%
Returns YTD 9.71%
3y Volatility 9.88%
Returns 1Y 15.35%
3y ExpReturn 4.57%
Returns 3Y 3.67%
3y SharpRatio 0.13%
Returns 5Y 7.06%
Returns 10Y 5.79%

Dividend Analytics XBAL

Dividend growth over 5 years

-10 %

Continuous growth

2 years

Dividend History XBAL

1 year
3 years
5 years
10 years
21.11.2021 - 28.11.2021

Technical indicators XBAL

For 52 weeks

32.6 CAD 39.81 CAD
50 Day MA 39.15 CAD
200 Day MA 37.73 CAD