Global X Balanced Etf Performance

HBAL Etf  CAD 15.84  0.12  0.76%   
The etf retains a Market Volatility (i.e., Beta) of 0.3, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Global X's returns are expected to increase less than the market. However, during the bear market, the loss of holding Global X is expected to be smaller as well.

Risk-Adjusted Performance

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Over the last 90 days Global X Balanced has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy basic indicators, Global X is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
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Proactive Strategies - Stock Traders Daily
02/14/2025
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When the Price of Talks, People Listen - Stock Traders Daily
03/11/2025
  

Global X Relative Risk vs. Return Landscape

If you would invest  1,592  in Global X Balanced on December 17, 2024 and sell it today you would lose (8.00) from holding Global X Balanced or give up 0.5% of portfolio value over 90 days. Global X Balanced is generating negative expected returns and assumes 0.4805% volatility on return distribution over the 90 days horizon. Simply put, 4% of etfs are less volatile than Global, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
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Assuming the 90 days trading horizon Global X is expected to generate 0.53 times more return on investment than the market. However, the company is 1.87 times less risky than the market. It trades about -0.01 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.08 per unit of risk.

Global X Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Global X's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Global X Balanced, and traders can use it to determine the average amount a Global X's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.0148

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Negative ReturnsHBAL

Estimated Market Risk

 0.48
  actual daily
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96% of assets are more volatile

Expected Return

 -0.01
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Most of other assets have higher returns

Risk-Adjusted Return

 -0.01
  actual daily
0
Most of other assets perform better
Based on monthly moving average Global X is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Global X by adding Global X to a well-diversified portfolio.

Global X Fundamentals Growth

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

About Global X Performance

By examining Global X's fundamental ratios, stakeholders can obtain critical insights into Global X'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 Global X 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 investment objective of HBAL is to seek long-term capital growth using a balanced portfolio of exchange traded funds. HORIZONS BALANCED is traded on Toronto Stock Exchange in Canada.
Global X Balanced generated a negative expected return over the last 90 days
Latest headline from news.google.com: When the Price of Talks, People Listen - Stock Traders Daily
The fund retains about 14.59% of its assets under management (AUM) in fixed income securities

Other Information on Investing in Global Etf

Global X financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global X security.