Vanguard Balanced Portfolio Etf Performance

VBAL Etf  CAD 37.74  0.13  0.35%   
The entity has a beta of 0.31, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Vanguard Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vanguard Balanced is expected to be smaller as well.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Balanced Portfolio are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, Vanguard Balanced is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
  

Vanguard Balanced Relative Risk vs. Return Landscape

If you would invest  3,690  in Vanguard Balanced Portfolio on November 11, 2025 and sell it today you would earn a total of  71.00  from holding Vanguard Balanced Portfolio or generate 1.92% return on investment over 90 days. Vanguard Balanced Portfolio is generating 0.0318% of daily returns and assumes 0.4564% volatility on return distribution over the 90 days horizon. Simply put, 4% of etfs are less volatile than Vanguard, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days trading horizon Vanguard Balanced is expected to generate 2.38 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.75 times less risky than the market. It trades about 0.07 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.09 of returns per unit of risk over similar time horizon.

Vanguard Balanced Target Price Odds to finish over Current Price

The tendency of Vanguard Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 37.74 90 days 37.74 
about 8.21
Based on a normal probability distribution, the odds of Vanguard Balanced to move above the current price in 90 days from now is about 8.21 (This Vanguard Balanced Portfolio probability density function shows the probability of Vanguard Etf to fall within a particular range of prices over 90 days) .
Assuming the 90 days trading horizon Vanguard Balanced has a beta of 0.31. This entails as returns on the market go up, Vanguard Balanced average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Vanguard Balanced Portfolio will be expected to be much smaller as well. Additionally Vanguard Balanced Portfolio has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.
   Vanguard Balanced Price Density   
       Price  

Predictive Modules for Vanguard Balanced

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Vanguard Balanced. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
37.1537.6138.07
Details
Intrinsic
Valuation
LowRealHigh
36.9937.4537.91
Details

Vanguard Balanced Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Vanguard Balanced is not an exception. The market had few large corrections towards the Vanguard Balanced's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Vanguard Balanced Portfolio, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Vanguard Balanced within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
-0.0052
β
Beta against Dow Jones0.31
σ
Overall volatility
0.46
Ir
Information ratio -0.15

Vanguard Balanced Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Vanguard Balanced for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Vanguard Balanced can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund keeps about 39.07% of its net assets in bonds

Vanguard Balanced Fundamentals Growth

Vanguard Etf prices reflect investors' perceptions of the future prospects and financial health of Vanguard Balanced, and Vanguard 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 Vanguard Etf performance.

About Vanguard Balanced Performance

By examining Vanguard Balanced's fundamental ratios, stakeholders can obtain critical insights into Vanguard 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 Vanguard 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.
The Vanguard Balanced ETF Portfolio seeks to provide long-term capital growth with a moderate level of income by investing in equity and fixed income securities. VANGUARD BALANCED is traded on Toronto Stock Exchange in Canada.
The fund keeps about 39.07% of its net assets in bonds

Other Information on Investing in Vanguard Etf

Vanguard Balanced financial ratios help investors to determine whether Vanguard 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 Vanguard with respect to the benefits of owning Vanguard Balanced security.