Vanguard Balanced ETF Portfolio (VBAL.TO) ETF Analysis

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$5.71B.

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 27.38% of the portfolio.

Performance Analysis

VBAL.TO last closed at CA$39.89 on September 4, 2026. Over the trailing twelve months the price has returned +12.98%. Across 5 years the annualized return works out at +7.13%. The fund distributes at a trailing yield of 2.12%.

Across the complete calendar years on file, 2019 returned +14.85% and 2022 returned −11.44%. Of the 7 complete calendar years on file, 6 finished higher. 2026 is still running; the price is +9.47% year to date.

Price & Risk Profile

Annualized volatility over the trailing 8 years is 10.3%. Beta against the wider market is reported at 1.16. The 52-week range on file runs from CA$35.81 to CA$40.30. The latest close sits 11.39% above that 52-week low. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.