Bmo Balanced Etf Performance
| ZBAL Etf | CAD 14.90 0.03 0.20% |
The etf shows a Beta (market volatility) of 0.12, which signifies not very significant fluctuations relative to the market. As returns on the market increase, BMO Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding BMO Balanced is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in BMO Balanced ETF are ranked lower than 23 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating basic indicators, BMO Balanced may actually be approaching a critical reversion point that can send shares even higher in November 2025. ...more
1 | Canadas ETF Market News Recap Week 37 New CLO, Dividend, and Bond Strategies - The Globe and Mail | 09/15/2025 |
| In Threey Sharp Ratio | 0.96 |
BMO |
BMO Balanced Relative Risk vs. Return Landscape
If you would invest 1,380 in BMO Balanced ETF on July 3, 2025 and sell it today you would earn a total of 110.00 from holding BMO Balanced ETF or generate 7.97% return on investment over 90 days. BMO Balanced ETF is generating 0.1246% of daily returns and assumes 0.4105% volatility on return distribution over the 90 days horizon. Simply put, 3% of etfs are less volatile than BMO, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
BMO Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BMO Balanced's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as BMO Balanced ETF, and traders can use it to determine the average amount a BMO Balanced's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.3036
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| Cash | ZBAL | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.41 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.3 actual daily | 23 77% of assets perform better |
Based on monthly moving average BMO Balanced is performing at about 23% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of BMO Balanced by adding it to a well-diversified portfolio.
BMO Balanced Fundamentals Growth
BMO Etf prices reflect investors' perceptions of the future prospects and financial health of BMO Balanced, and BMO Balanced fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on BMO Etf performance.
| Total Asset | 26.74 M | |||
About BMO Balanced Performance
By examining BMO Balanced's fundamental ratios, stakeholders can obtain critical insights into BMO Balanced's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that BMO Balanced is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
BMO Balanced ETF seeks to provide a balance of income and potential for long-term capital appreciation, primarily by investing in ETFs that provide exposure to a diversified portfolio of global equity and fixed income securities. BMO BALANCED is traded on Toronto Stock Exchange in Canada.| Latest headline from news.google.com: Canadas ETF Market News Recap Week 37 New CLO, Dividend, and Bond Strategies - The Globe and Mail | |
| The fund keeps about 11.85% of its net assets in bonds |
Other Information on Investing in BMO Etf
BMO Balanced financial ratios help investors to determine whether BMO Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in BMO with respect to the benefits of owning BMO Balanced security.