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iShares Core Conservative Balanced ETF Portfolio (...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

iShares Core Conservative Balanced ETF Portfolio (XCNS.TO)

ETF · Currency in CAD · Last updated May 27, 2025

XCNS.TO is an actively managed ETF by iShares. XCNS.TO launched on Aug 7, 2019 and has a 0.20% expense ratio.

ETF Info

Issuer

iShares

Inception Date

Aug 7, 2019

Region

North America (Broad)

Category

Diversified Portfolio

Leveraged

1x

Index Tracked

No Index (Active)

Home Page

www.blackrock.com

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

XCNS.TO has an expense ratio of 0.20%, 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.

iShares Core Conservative Balanced ETF Portfolio

Popular comparisons:
XCNS.TO vs. XBAL.TO XCNS.TO vs. XEQT.TO XCNS.TO vs. XINC.TO XCNS.TO vs. BRK-B XCNS.TO vs. VTI XCNS.TO vs. XGRO.TO XCNS.TO vs. GCNS.TO XCNS.TO vs. VEQT.TO XCNS.TO vs. VFV.TO XCNS.TO vs. JPIE
Popular comparisons:
XCNS.TO vs. XBAL.TO XCNS.TO vs. XEQT.TO XCNS.TO vs. XINC.TO XCNS.TO vs. BRK-B XCNS.TO vs. VTI XCNS.TO vs. XGRO.TO XCNS.TO vs. GCNS.TO XCNS.TO vs. VEQT.TO XCNS.TO vs. VFV.TO XCNS.TO vs. JPIE

Performance

Performance Chart

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S&P 500

Returns By Period

iShares Core Conservative Balanced ETF Portfolio (XCNS.TO) returned 1.90% year-to-date (YTD) and 9.72% over the past 12 months.

XCNS.TO

YTD

1.90%

1M

2.23%

6M

2.15%

1Y

9.72%

3Y*

7.26%

5Y*

5.36%

10Y*

N/A

^GSPC (Benchmark)

YTD

-1.34%

1M

5.02%

6M

-3.08%

1Y

9.39%

3Y*

13.76%

5Y*

14.45%

10Y*

10.68%

*Annualized

Monthly Returns

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

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.17%0.25%-1.31%-0.93%1.75%1.90%
2024-0.09%1.53%1.79%-1.80%2.02%1.22%2.65%0.31%2.06%-0.26%3.06%-1.21%11.73%
20234.15%-1.54%1.72%1.16%-1.52%1.23%0.67%-0.24%-2.83%-0.55%4.84%3.40%10.66%
2022-3.51%-1.30%-0.95%-4.29%-0.10%-4.42%4.38%-1.80%-2.90%1.54%2.99%-1.08%-11.25%
2021-0.50%-0.14%0.49%0.73%0.54%1.90%1.25%1.23%-2.10%0.89%0.35%1.19%5.93%
20201.66%-1.97%-6.65%6.60%1.83%1.73%2.50%0.56%-0.47%-1.46%4.87%1.26%10.28%
20190.00%1.29%-0.10%2.19%0.05%3.45%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 89, XCNS.TO is among the top 11% 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.

The Risk-Adjusted Performance Rank of XCNS.TO is 8989
Overall Rank
The Sharpe Ratio Rank of XCNS.TO is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of XCNS.TO is 8989
Sortino Ratio Rank
The Omega Ratio Rank of XCNS.TO is 8989
Omega Ratio Rank
The Calmar Ratio Rank of XCNS.TO is 9090
Calmar Ratio Rank
The Martin Ratio Rank of XCNS.TO is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

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

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

iShares Core Conservative Balanced ETF Portfolio Sharpe ratios as of May 27, 2025 (values are recalculated daily):

  • 1-Year: 1.35
  • 5-Year: 0.81
  • All Time: 0.69

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of iShares Core Conservative Balanced ETF Portfolio compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

iShares Core Conservative Balanced ETF Portfolio provided a 2.56% dividend yield over the last twelve months, with an annual payout of CA$0.61 per share. The fund has been increasing its distributions for 3 consecutive years.

1.00%1.50%2.00%2.50%CA$0.00CA$0.10CA$0.20CA$0.30CA$0.40CA$0.50CA$0.60201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019
DividendCA$0.61CA$0.61CA$0.54CA$0.45CA$0.42CA$0.48CA$0.19

Dividend yield

2.56%2.58%2.49%2.26%1.81%2.15%0.92%

Monthly Dividends

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

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025CA$0.00CA$0.00CA$0.14CA$0.00CA$0.00CA$0.14
2024CA$0.00CA$0.00CA$0.13CA$0.00CA$0.00CA$0.21CA$0.00CA$0.00CA$0.13CA$0.00CA$0.00CA$0.13CA$0.61
2023CA$0.00CA$0.00CA$0.11CA$0.00CA$0.00CA$0.15CA$0.00CA$0.00CA$0.12CA$0.00CA$0.00CA$0.15CA$0.54
2022CA$0.00CA$0.00CA$0.10CA$0.00CA$0.00CA$0.15CA$0.00CA$0.00CA$0.11CA$0.00CA$0.00CA$0.10CA$0.45
2021CA$0.00CA$0.00CA$0.12CA$0.00CA$0.00CA$0.12CA$0.00CA$0.00CA$0.10CA$0.00CA$0.00CA$0.08CA$0.42
2020CA$0.00CA$0.00CA$0.07CA$0.00CA$0.00CA$0.11CA$0.00CA$0.00CA$0.11CA$0.00CA$0.00CA$0.19CA$0.48
2019CA$0.06CA$0.00CA$0.00CA$0.13CA$0.19

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 Core 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 Core Conservative Balanced ETF Portfolio was 16.96%, occurring on Mar 18, 2020. Recovery took 74 trading sessions.

The current iShares Core Conservative Balanced ETF Portfolio drawdown is 0.83%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-16.96%Feb 14, 202023Mar 18, 202074Jul 3, 202097
-16.09%Dec 30, 2021204Oct 21, 2022346Mar 8, 2024550
-6.4%Mar 4, 202526Apr 8, 202527May 16, 202553
-3.21%Dec 9, 202424Jan 14, 202512Jan 30, 202536
-3.08%Feb 16, 202113Mar 4, 202129Apr 15, 202142
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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