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iShares Core Balanced ETF Portfolio (XBAL.TO)

ETF · Currency in CAD · Last updated May 21, 2022

XBAL.TO is an actively managed ETF by iShares. XBAL.TO launched on Jun 21, 2007 and has a 0.20% expense ratio.

ETF Info

XBAL.TOShare Price Chart


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XBAL.TOPerformance

The chart shows the growth of CA$10,000 invested in iShares Core Balanced ETF Portfolio on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly CA$19,048 for a total return of roughly 90.48%. All prices are adjusted for splits and dividends.


XBAL.TO (iShares Core Balanced ETF Portfolio)
Benchmark (^GSPC)

XBAL.TOReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-5.37%-12.57%
YTD-11.71%-18.66%
6M-12.15%-18.64%
1Y-4.57%-7.59%
5Y4.45%7.44%
10Y5.41%9.74%

XBAL.TOMonthly Returns Heatmap


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XBAL.TOSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares Core Balanced ETF Portfolio Sharpe ratio is -0.55. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


XBAL.TO (iShares Core Balanced ETF Portfolio)
Benchmark (^GSPC)

XBAL.TODividend History

iShares Core Balanced ETF Portfolio granted a 1.97% dividend yield in the last twelve months, as of May 21, 2022. The annual payout for that period amounted to CA$0.48 per share.


PeriodTTM202120202019201820172016201520142013201220112010
DividendCA$0.48CA$0.49CA$0.53CA$0.55CA$0.73CA$0.67CA$0.82CA$0.70CA$0.61CA$0.58CA$0.56CA$0.69CA$0.70

Dividend yield

1.97%1.78%2.08%2.42%3.71%3.32%4.25%4.00%3.43%3.57%3.63%4.80%5.08%

XBAL.TODrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


XBAL.TO (iShares Core Balanced ETF Portfolio)
Benchmark (^GSPC)

XBAL.TOWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Core Balanced ETF Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares Core Balanced ETF Portfolio is 20.93%, recorded on Mar 18, 2020. It took 96 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-20.93%Feb 20, 202020Mar 18, 202096Aug 5, 2020116
-13.53%Dec 30, 202192May 11, 2022
-9.59%Mar 2, 2015225Jan 21, 201692Jun 2, 2016317
-8.56%Sep 19, 201868Dec 24, 201836Feb 15, 2019104
-6.85%Jul 25, 201150Oct 4, 201172Jan 18, 2012122
-6.58%May 22, 201324Jun 24, 201387Oct 29, 2013111
-5.88%May 4, 20103May 6, 201060Aug 3, 201063
-4.39%Jan 29, 201810Feb 9, 2018101Jul 6, 2018111
-3.74%Sep 3, 202040Oct 30, 20206Nov 9, 202046
-3.61%Sep 8, 202119Oct 4, 202123Nov 5, 202142

XBAL.TOVolatility Chart

Current iShares Core Balanced ETF Portfolio volatility is 12.51%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


XBAL.TO (iShares Core Balanced ETF Portfolio)
Benchmark (^GSPC)

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