Global X Balanced Asset Allocation ETF (HBAL.TO) ETF Analysis

Fund Overview

Global X Balanced Asset Allocation ETF (HBAL.TO) is an exchange-traded fund. Global X Investments Canada Inc. is the fund family on file. It has been trading since August 1, 2018. Total net assets stand at CA$183.15M.

Its biggest positions are Global X Canadian SelUniverseBdCorpClETF (HBB.TO), Global X S&P 500 ETF (USSX-U.TO), and Global X MSCI EAFE ETF (EAFX.U). Global X Canadian SelUniverseBdCorpClETF alone accounts for 24.8% of the portfolio.

Performance Analysis

The most recent close on file for HBAL.TO is CA$18.73, dated September 4, 2026. Over the trailing twelve months the price has returned +14.16%. Across 5 years the annualized return works out at +6.93%. The trailing distribution yield is 2.29%.

Across the complete calendar years on file, 2019 returned +20.42% and 2022 returned −17.70%. Of the 7 complete calendar years on file, 6 finished higher. 2026 is still running; the price is +8.77% year to date.

Price & Risk Profile

Annualized volatility over the trailing 8 years is 12.12%. The reported beta is 0.91. Over the past 52 weeks the price has ranged from CA$16.87 to CA$19.01. The latest close sits 11.03% above that 52-week low. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.