iShares ESG Balanced ETF Portfolio (GBAL.TO)
GBAL.TO is an actively managed ETF by iShares. GBAL.TO launched on Sep 2, 2020 and has a 0.25% expense ratio.
ETF Info
Sep 2, 2020
Global (Broad)
1x
No Index (Active)
Large-Cap
Growth
Expense Ratio
GBAL.TO has an expense ratio of 0.25%, which is considered low.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
iShares ESG Balanced ETF Portfolio (GBAL.TO) returned 1.73% year-to-date (YTD) and 10.71% over the past 12 months.
GBAL.TO
1.73%
3.60%
0.15%
10.71%
11.65%
N/A
N/A
^GSPC (Benchmark)
-1.34%
5.02%
-3.08%
9.39%
13.76%
14.45%
10.68%
Monthly Returns
The table below presents the monthly returns of GBAL.TO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.90% | -0.74% | -2.31% | -1.59% | 3.60% | 1.73% | |||||||
| 2024 | 2.04% | 2.47% | 3.61% | -3.32% | 2.20% | 1.61% | 3.01% | 0.74% | 1.99% | 0.94% | 3.66% | -2.55% | 17.37% |
| 2023 | 4.00% | -0.75% | 1.77% | 0.77% | -0.48% | 1.86% | 1.50% | -0.26% | -3.41% | -1.18% | 6.94% | 3.21% | 14.46% |
| 2022 | -4.73% | -1.70% | -0.25% | -3.95% | -1.59% | -4.91% | 4.34% | -1.79% | -3.10% | 2.42% | 3.61% | -0.49% | -11.94% |
| 2021 | -0.58% | 1.41% | 1.19% | 1.38% | 0.64% | 2.54% | 1.63% | 2.28% | -2.25% | 1.18% | 0.72% | 0.73% | 11.31% |
| 2020 | 1.07% | -2.19% | 5.82% | 1.43% | 6.10% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 82, GBAL.TO is among the top 18% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares ESG Balanced ETF Portfolio (GBAL.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
iShares ESG Balanced ETF Portfolio provided a 1.87% dividend yield over the last twelve months, with an annual payout of CA$0.97 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| Dividend | CA$0.97 | CA$0.95 | CA$1.07 | CA$0.75 | CA$0.67 | CA$0.41 |
Dividend yield | 1.87% | 1.84% | 2.40% | 1.87% | 1.44% | 0.96% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares ESG Balanced ETF Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | CA$0.00 | CA$0.00 | CA$0.22 | CA$0.00 | CA$0.00 | CA$0.22 | |||||||
| 2024 | CA$0.00 | CA$0.00 | CA$0.19 | CA$0.00 | CA$0.00 | CA$0.30 | CA$0.00 | CA$0.00 | CA$0.21 | CA$0.00 | CA$0.00 | CA$0.24 | CA$0.95 |
| 2023 | CA$0.00 | CA$0.00 | CA$0.18 | CA$0.00 | CA$0.00 | CA$0.28 | CA$0.00 | CA$0.00 | CA$0.20 | CA$0.00 | CA$0.00 | CA$0.41 | CA$1.07 |
| 2022 | CA$0.00 | CA$0.00 | CA$0.16 | CA$0.00 | CA$0.00 | CA$0.26 | CA$0.00 | CA$0.00 | CA$0.18 | CA$0.00 | CA$0.00 | CA$0.16 | CA$0.75 |
| 2021 | CA$0.00 | CA$0.00 | CA$0.19 | CA$0.00 | CA$0.00 | CA$0.17 | CA$0.00 | CA$0.00 | CA$0.15 | CA$0.00 | CA$0.00 | CA$0.15 | CA$0.67 |
| 2020 | CA$0.41 | CA$0.41 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares ESG Balanced ETF Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares ESG Balanced ETF Portfolio was 18.92%, occurring on Oct 12, 2022. Recovery took 314 trading sessions.
The current iShares ESG Balanced ETF Portfolio drawdown is 2.11%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.92% | Dec 30, 2021 | 197 | Oct 12, 2022 | 314 | Jan 12, 2024 | 511 |
| -10.24% | Feb 7, 2025 | 42 | Apr 8, 2025 | — | — | — |
| -4.37% | Apr 1, 2024 | 15 | Apr 19, 2024 | 32 | Jun 5, 2024 | 47 |
| -4.19% | Dec 10, 2024 | 23 | Jan 14, 2025 | 17 | Feb 6, 2025 | 40 |
| -4.07% | Sep 9, 2021 | 18 | Oct 4, 2021 | 24 | Nov 8, 2021 | 42 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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