iShares ESG Conservative Balanced ETF Portfolio (GCNS.TO)
GCNS.TO is an actively managed ETF by iShares. GCNS.TO launched on Sep 2, 2020 and has a 0.25% expense ratio.
ETF Info
| Issuer | iShares |
|---|---|
| Inception Date | Sep 2, 2020 |
| Region | Global (Broad) |
| Category | Diversified Portfolio |
| Index Tracked | No Index (Active) |
| Home Page | www.blackrock.com |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
GCNS.TO has a high expense ratio of 0.25%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of CA$10,000 in iShares ESG Conservative Balanced ETF Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares ESG Conservative Balanced ETF Portfolio had a return of 2.26% year-to-date (YTD) and 8.63% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 2.26% | 6.17% |
| 1 month | -1.61% | -2.72% |
| 6 months | 9.65% | 17.29% |
| 1 year | 8.63% | 23.80% |
| 5 years (annualized) | N/A | 11.47% |
| 10 years (annualized) | N/A | 10.41% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.87% | 1.57% | 1.88% | -1.82% | ||||||||
| 2023 | -0.53% | 5.75% | 3.30% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of GCNS.TO is 66, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
iShares ESG Conservative Balanced ETF Portfolio(GCNS.TO)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares ESG Conservative Balanced ETF Portfolio (GCNS.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares ESG Conservative Balanced ETF Portfolio granted a 2.90% dividend yield in the last twelve months. The annual payout for that period amounted to CA$1.19 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Dividend | CA$1.19 | CA$1.16 | CA$0.78 | CA$0.68 | CA$1.00 |
Dividend yield | 2.90% | 2.88% | 2.09% | 1.60% | 2.49% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares ESG Conservative 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | CA$0.00 | CA$0.00 | CA$0.22 | CA$0.00 | ||||||||
| 2023 | CA$0.00 | CA$0.00 | CA$0.19 | CA$0.00 | CA$0.00 | CA$0.26 | CA$0.00 | CA$0.00 | CA$0.21 | CA$0.00 | CA$0.00 | CA$0.51 |
| 2022 | CA$0.00 | CA$0.00 | CA$0.18 | CA$0.00 | CA$0.00 | CA$0.24 | CA$0.00 | CA$0.00 | CA$0.19 | CA$0.00 | CA$0.00 | CA$0.18 |
| 2021 | CA$0.00 | CA$0.00 | CA$0.17 | CA$0.00 | CA$0.00 | CA$0.16 | CA$0.00 | CA$0.00 | CA$0.17 | CA$0.00 | CA$0.00 | CA$0.17 |
| 2020 | CA$1.00 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares ESG Conservative 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 Conservative Balanced ETF Portfolio was 15.37%, occurring on Oct 21, 2022. Recovery took 297 trading sessions.
The current iShares ESG Conservative Balanced ETF Portfolio drawdown is 2.43%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.37% | Jan 6, 2022 | 200 | Oct 21, 2022 | 297 | Dec 28, 2023 | 497 |
| -3.14% | Feb 17, 2021 | 13 | Mar 5, 2021 | 29 | Apr 16, 2021 | 42 |
| -3.12% | Sep 9, 2021 | 18 | Oct 4, 2021 | 25 | Nov 9, 2021 | 43 |
| -2.81% | Apr 5, 2024 | 13 | Apr 23, 2024 | — | — | — |
| -2.23% | Dec 29, 2023 | 5 | Jan 5, 2024 | 17 | Jan 30, 2024 | 22 |
Volatility
Volatility Chart
The current iShares ESG Conservative Balanced ETF Portfolio volatility is 2.22%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.