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Vanguard Balanced ETF Portfolio (VBAL.TO) ETF Analysis

VBAL.TO

Expense ratio 0.22% Yield 2.11% Assets CA$5.94B Since January 25, 2018 Family Vanguard Investments Canada Inc

Last Updated: October 21, 2026

CA$39.56

+CA$0.13 (+0.33%)

October 21, 2026 · Market close

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Price History

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VBAL.TO Annualized Returns

With dividends reinvested · as of October 21, 2026

Period	Total return	Annualized	CA$100 becomes	CA$300 becomes
1 year	+9.81%	+9.81%	CA$109.81	CA$329.44
3 years	+56.35%	+16.06%	CA$156.35	CA$469.04
5 years	+45.91%	+7.85%	CA$145.91	CA$437.73
Since February 1, 2018	+93.60%	+7.87%	CA$193.60	CA$580.81

Returns are total returns computed from daily closes, with dividends reinvested. As of October 21, 2026.

VBAL.TO Return by Calendar Year

2018 and 2026 are partial years

−11.39%+15.78%+9.10%

2018*20192020202120222023202420252026*

View as table ↓View as chart ↑

Year	Return
2026 (partial year)	+9.10%
2025	+13.28%
2024	+15.78%
2023	+12.49%
2022	−11.39%
2021	+10.21%
2020	+10.27%
2019	+14.90%
2018 (partial year)	−2.78%

VBAL.TO Monthly Returns

−9%+8%

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2026	+1.2	+2.8	−3.5	+3.6	+3.5	+1.3	−1.1	+1.2	−0.5	+0.4	—	—
2025	+2.7	−0.1	−2.2	−1.5	+3.1	+2.2	+1.3	+2.0	+3.5	+1.6	+1.0	−1.0
2024	+0.4	+2.4	+2.2	−2.0	+2.1	+1.4	+3.1	+0.4	+2.3	−0.2	+4.0	−1.3
2023	+4.8	−1.4	+1.5	+1.5	−1.7	+1.9	+1.4	−0.5	−3.2	−1.0	+5.8	+3.1
2022	−3.0	−1.7	−0.3	−4.7	−0.4	−5.1	+4.9	−2.1	−3.4	+2.5	+5.0	−3.1
2021	−0.1	+0.7	+0.8	+1.2	+0.6	+2.4	+1.0	+1.7	−2.5	+1.7	+0.3	+1.9
2020	+1.2	−3.2	−8.6	+7.4	+2.5	+1.6	+2.6	+1.4	−0.6	−1.7	+6.4	+1.7
2019	+3.6	+1.8	+2.1	+2.1	−2.3	+2.1	+0.5	+0.4	+0.5	+0.5	+2.5	+0.0
2018	—	—	−0.4	+0.0	+1.5	+0.6	+0.8	+0.6	−0.9	−3.8	+1.5	−2.5

Monthly total returns with dividends reinvested; each cell prints its signed value.

VBAL.TO Volatility & Risk

Volatility: 8 yrs · Beta: 3 yrs

Annualized volatility: 10.27%
Beta (3y): 1.17
Best year: +15.78%
Worst year: −11.39%

Volatility is the annualized standard deviation of daily returns. As of October 21, 2026.

Top Holdings

#	Symbol	Name	Weight
1	VUN.TO	Vanguard MStar US Total Market Index ETF	27.99%
2	VAB.TO	Vanguard Canadian Aggregate Bond ETF	22.89%
3	VCN.TO	Vanguard FTSE Canada All Cap ETF	18.09%
4	VIU.TO	Vanguard FTSE Dev AC ex Nrth Amer ETF	11.05%
5	VBG.NE	Vanguard Global ex-US Aggt Bd ETF CAD-H	7.85%
6	VBU.NE	Vanguard US Aggregate Bond ETF CAD-H	7.43%
7	VEE.TO	Vanguard FTSE Emerging Mkts All Cap ETF	4.71%

Analysis

Data-derived

Fund Overview

Vanguard Balanced ETF Portfolio (VBAL.TO) is an exchange-traded fund. Vanguard Investments Canada Inc is the fund family on file. The inception date on file is January 25, 2018. Total net assets stand at CA$5.94B. The expense ratio is 0.22%. On a CA$10,000 position that is CA$22.00 a year.

The largest positions on file are Vanguard MStar US Total Market Index ETF (VUN.TO), Vanguard Canadian Aggregate Bond ETF (VAB.TO), and Vanguard FTSE Canada All Cap ETF (VCN.TO). Vanguard MStar US Total Market Index ETF alone accounts for 27.99% of the portfolio.

Performance Analysis

VBAL.TO last closed at CA$39.56 on October 21, 2026. Over the trailing twelve months the total return is +9.81%. Across 5 years the annualized return works out at +7.85%. The fund distributes at a trailing yield of 2.11%.

Across the complete calendar years on file, 2024 returned +15.78% and 2022 returned −11.39%. Of the 7 complete calendar years on file, 6 finished higher. 2026 is still running; the total return is +9.10% year to date.

Price & Risk Profile

Annualized volatility over the trailing 8 years is 10.27%. Beta against the wider market is reported at 1.17. The 52-week range on file runs from CA$36.05 to CA$40.30. The latest close sits 9.74% above that 52-week low. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.

Every figure above is read from this page's own data on each daily rebuild. Informational only, not financial advice. As of October 21, 2026.

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