Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.24% -0.08% 205.22M 4560.67
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.97% 16.79% -13.88M Upgrade

Basic Info

Investment Strategy
The Portfolio seeks to provide a combination of income and some long-term capital growth 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 Fixed Income Balanced
Category Index Morningstar Can FI Gbl Tgt Alloc NR CAD
Global Category Name Cautious 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 5.18 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of May 01, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
8.47%
1.42%
-12.18%
8.32%
-0.86%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
4.07%
--
--
--
--
--
--
11.66%
2.39%
--
--
12.03%
9.45%
5.79%
-11.72%
10.32%
1.35%
--
--
--
9.68%
6.06%
-10.99%
9.78%
0.97%
--
--
--
9.17%
2.11%
-11.25%
8.49%
-0.25%
As of May 01, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 0.43% Upgrade Upgrade
Stock 20.48% Upgrade Upgrade
Bond 79.06% Upgrade Upgrade
Convertible 0.03% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.01% Upgrade Upgrade

Basic Info

Investment Strategy
The Portfolio seeks to provide a combination of income and some long-term capital growth 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 Fixed Income Balanced
Category Index Morningstar Can FI Gbl Tgt Alloc NR CAD
Global Category Name Cautious 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 5.18 yrs

Top Portfolio Holders

0 of 0