Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.24% -0.04% 472.00M 9104.13
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.72% 7.92% -36.75M Upgrade

Basic Info

Investment Strategy
The Portfolio seeks to provide a combination of income and moderate 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 Neutral Balanced
Category Index Morningstar Can Neu 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 6.27 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 03, 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
--
--
12.03%
9.45%
5.79%
-11.72%
10.32%
2.13%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
5.18%
--
--
14.90%
10.27%
10.21%
-11.39%
12.49%
4.28%
--
--
--
--
7.46%
-11.48%
8.96%
1.63%
--
--
--
10.25%
10.40%
-11.11%
12.61%
4.44%
--
--
--
10.28%
6.57%
-11.26%
10.67%
2.41%
As of May 03, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 0.41% Upgrade Upgrade
Stock 40.62% Upgrade Upgrade
Bond 58.93% Upgrade Upgrade
Convertible 0.02% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.02% Upgrade Upgrade

Basic Info

Investment Strategy
The Portfolio seeks to provide a combination of income and moderate 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 Neutral Balanced
Category Index Morningstar Can Neu 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 6.27 yrs

Top Portfolio Holders

0 of 0