Vanguard Balanced ETF Portfolio (VBAL.TO)
30.21
+0.19
(+0.63%)
CAD |
TSX |
Apr 26, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.24% | 0.03% | 2.712B | 55815.57 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 2.52% | 10.00% | 143.28M | Upgrade |
Basic Info
| Investment Strategy | |
| The Portfolio seeks to provide long-term capital growth with a moderate level of income by investing in equity and fixed income securities. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | Medium Quality/Extensive Sensitivity |
| Broad Asset Class | -- |
| Broad Category | Allocation |
| Category Name | Global Neutral Balanced |
| Category Index | Morningstar Can Neu Gbl Tgt Alloc NR CAD |
| Global Category Name | Moderate Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | Vanguard Investments Canada Inc |
| Prospectus Benchmark Index | |
| Bloomberg Global Aggregate TR CAD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Not Disclosed | 6.19 yrs |
Performance Versus Category
As of April 26, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 26, 2024.
Basic Info
| Investment Strategy | |
| The Portfolio seeks to provide long-term capital growth with a moderate level of income by investing in equity and fixed income securities. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | Medium Quality/Extensive Sensitivity |
| Broad Asset Class | -- |
| Broad Category | Allocation |
| Category Name | Global Neutral Balanced |
| Category Index | Morningstar Can Neu Gbl Tgt Alloc NR CAD |
| Global Category Name | Moderate Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | Vanguard Investments Canada Inc |
| Prospectus Benchmark Index | |
| Bloomberg Global Aggregate TR CAD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Not Disclosed | 6.19 yrs |