Mackenzie Balanced Allocation ETF (MBAL-T) Performance

Total Returns (%)

	Time Period Return (Annualized)					Calendar Year Return
		YTD Year to date	1Y 1 Year	3Y 3 Years	5Y 5 Years	10Y 10 Years	2025 Calendar year 2025	2024 Calendar year 2024	2023 Calendar year 2023	2022 Calendar year 2022	2021 Calendar year 2021
Fund	3.97%	13.53%	12.83%	8.05%	-	13.96%	16.72%	13.14%	-11.28%	11.28%
Benchmark	3.20%	9.45%	11.17%	6.50%	7.25%	10.42%	17.48%	11.69%	-11.62%	6.48%
Quartile Ranking	2	1	1	1	-	1	1	1	3	2

Price Performance

Period	Period Low		Period High	Performance
1-Month	28.86 +2.81% increase on 04/13/26	Period Open:28.85 Price movement based on the high, low and last over the given period.	29.75 -0.27% decrease on 05/11/26	+0.82 (+2.84%) increase since 04/10/26
3-Month	27.62 +7.42% increase on 03/27/26	Period Open:28.80 Price movement based on the high, low and last over the given period.	29.75 -0.27% decrease on 05/11/26	+0.87 (+3.02%) increase since 02/12/26
52-Week	25.61 +15.85% increase on 05/21/25	Period Open:26.18 Price movement based on the high, low and last over the given period.	29.75 -0.27% decrease on 05/11/26	+3.49 (+13.33%) increase since 05/12/25

More from The Globe

Bullish on Expeditors International of Washington Inc.

Monica Rizk

Yesterday

Small caps to watch: Boyd Group shares dive after earnings. Plus, Total Energy Services, AGT Food, Goeasy, Algoma Steel and more

Yesterday

${"Id":780514,"Name":"Don't expect big lift in stocks due to 'January Effect': Stephenson","Desc":"John Stephenson, President and CEO, Stephenson & Company discusses the so-called \"January effect\" and whether he thinks it will make a difference for markets in 2016.","ShortDesc":"John Stephenson, President and CEO, Stephenson & Company discusses the so-called \"January effect\" and whether he thinks it will make a...","Type":"segment","Episode":null,"AgvotCode":"E","AgvotDisclaimer":null,"QfrCode":"G","AiringOrder":null,"BroadcastDate":"2016-01-04","BroadcastTime":"08:10:15","BroadcastDateTime":"2016-01-04T08:10:15-05:00","LastModifiedDateTime":"2016-01-04T14:23:28Z","GameId":null,"Album":null,"Genres":[{"Id":154,"Name":"Commentary"},{"Id":40,"Name":"Investing"}],"Keywords":[{"Id":66203,"Name":"john stephenson","Count":139},{"Id":64202,"Name":"President","Count":273},{"Id":61326,"Name":"CEO","Count":342},{"Id":78657,"Name":"Stephenson & Company","Count":61},{"Id":70011,"Name":"january effect","Count":1},{"Id":61275,"Name":"markets","Count":1303},{"Id":61269,"Name":"stocks","Count":553},{"Id":75870,"Name":"tax-loss selling","Count":5},{"Id":63123,"Name":"small caps","Count":54},{"Id":63054,"Name":"prices","Count":20},{"Id":69699,"Name":"december","Count":2},{"Id":64558,"Name":"january","Count":0}],"Tags":[],"Images":[{"Type":"thumbnail","Url":"http://images.9c9media.com/image_asset/2016_1_4_a0629a30-951c-0133-524d-34b52f6f1279_jpg_940x529.jpg","Width":940,"Height":529}],"Authentication":{"Required":false,"Resources":null},"RatingWarnings":[],"People":[],"Funding":null,"MusicLabels":[],"BroadcastNetworks":[]}$