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XBAL.TO · Ishares Core Balanced ETF Portfolio
Over the last 15 years (2011-09 to 2026-09), CA$10,000 invested in XBAL.TO with dividends reinvested grew to CA$27,271, 6.88% a year, with a worst peak-to-trough fall of -15.27%. Past performance doesn't predict future results.
All figures on this page are in Canadian dollars (CAD), the currency XBAL.TO trades in.
Growth of CA$10,000 · 2011-09 to 2026-09 · dividends reinvested
About XBAL.TO
The iShares Core Balanced ETF Portfolio is an exchange-traded fund designed to provide investors with a diversified investment that aims to balance growth potential with income generation. This ETF achieves its core purpose by investing in a mix of equity and fixed income assets across various sectors and regions. The blend of stocks facilitates exposure to equity market growth while the inclusion of bonds helps to stabilize the portfolio with regular income and reduced volatility. Key features of this portfolio include its allocation strategy, which typically targets a 60% to 40% equity-bond balance, catering to those seeking moderate risk levels. The fund's breadth extends across multiple industries, impacting sectors such as technology, healthcare, financials, and government securities. In the financial markets, the iShares Core Balanced ETF Portfolio serves a crucial role for investors who prefer a hands-off investment strategy that still offers diversified exposure. Its structure is ideal for those looking to benefit from both capital appreciation and fixed income returns, making it a central component in the broader landscape of balanced funds.
Put XBAL.TO to the test
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Backtest XBAL.TO →
Full history, any date range, benchmarks, drawdowns, rolling returns.
Would XBAL.TO survive 2008? →
What actually happened to it in the crisis: real drawdown and recovery.
Project it forward →
Monte Carlo simulation of where it could go from here.
Compare XBAL.TO vs VTI →
Head-to-head against the total US market.
Replay CA$100/mo into XBAL.TO →
Animated growth of steady monthly contributions.
Fundamentals →
Holdings-level financials where available.
Educational use only, not investment advice. Results are hypothetical.Read full disclaimer
This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.