iShares Core Balanced ETF Portfolio (XBAL.TO)

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The chart shows the growth of an initial investment of CA$10,000 in iShares Core 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.

iShares Core Balanced ETF Portfolio had a return of 15.47% year-to-date (YTD) and 22.20% in the last 12 months. Over the past 10 years, iShares Core Balanced ETF Portfolio had an annualized return of 6.61%, while the S&P 500 had an annualized return of 11.43%, indicating that iShares Core Balanced ETF Portfolio did not perform as well as the benchmark.

The table below presents the monthly returns of XBAL.TO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

The current risk-adjusted rank of XBAL.TO is 91, placing it in the top 9% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The charts below present risk-adjusted performance metrics for iShares Core Balanced ETF Portfolio (XBAL.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

iShares Core Balanced ETF Portfolio provided a 2.39% dividend yield over the last twelve months, with an annual payout of CA$0.73 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for iShares Core Balanced ETF Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the iShares Core 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 Core Balanced ETF Portfolio was 28.78%, occurring on Mar 9, 2009. Recovery took 217 trading sessions.

The current iShares Core Balanced ETF Portfolio volatility is 1.82%, 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.