iShares Core Balanced ETF Portfolio (XBAL.TO)
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
- ISINCA46428Y1025
- CUSIP46428Y102
- IssueriShares
- Inception DateJun 21, 2007
- CategoryDiversified Portfolio, Actively Managed
- Expense Ratio0.20%
- Index TrackedNo Index (Active)
- ETF Home Pagewww.blackrock.com
- Asset ClassMulti-Asset
Asset Class Size
Multi-CapAsset Class Style
Blend
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.TOReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| 1M | -5.37% | -12.57% |
| YTD | -11.71% | -18.66% |
| 6M | -12.15% | -18.64% |
| 1Y | -4.57% | -7.59% |
| 5Y | 4.45% | 7.44% |
| 10Y | 5.41% | 9.74% |
XBAL.TOMonthly Returns Heatmap
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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.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | CA$0.48 | CA$0.49 | CA$0.53 | CA$0.55 | CA$0.73 | CA$0.67 | CA$0.82 | CA$0.70 | CA$0.61 | CA$0.58 | CA$0.56 | CA$0.69 | CA$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.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, 2020 | 20 | Mar 18, 2020 | 96 | Aug 5, 2020 | 116 |
| -13.53% | Dec 30, 2021 | 92 | May 11, 2022 | — | — | — |
| -9.59% | Mar 2, 2015 | 225 | Jan 21, 2016 | 92 | Jun 2, 2016 | 317 |
| -8.56% | Sep 19, 2018 | 68 | Dec 24, 2018 | 36 | Feb 15, 2019 | 104 |
| -6.85% | Jul 25, 2011 | 50 | Oct 4, 2011 | 72 | Jan 18, 2012 | 122 |
| -6.58% | May 22, 2013 | 24 | Jun 24, 2013 | 87 | Oct 29, 2013 | 111 |
| -5.88% | May 4, 2010 | 3 | May 6, 2010 | 60 | Aug 3, 2010 | 63 |
| -4.39% | Jan 29, 2018 | 10 | Feb 9, 2018 | 101 | Jul 6, 2018 | 111 |
| -3.74% | Sep 3, 2020 | 40 | Oct 30, 2020 | 6 | Nov 9, 2020 | 46 |
| -3.61% | Sep 8, 2021 | 19 | Oct 4, 2021 | 23 | Nov 5, 2021 | 42 |
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.
Portfolios with iShares Core Balanced ETF Portfolio
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