Data as of: Oct. 13, 2026
HBAL (Global X Balanced Asset Allocation ETF) is a Multi-Asset ETF from Global X, listed on the Toronto Stock Exchange. The fund has a management expense ratio (MER) of 0.20% and monthly distributions.
| Period | Return |
|---|---|
| 1 Month | -0.33% |
| 3 Months | -0.85% |
| 6 Months | 8.96% |
| YTD | 9.10% |
| 1 Year | 10.81% |
| 3 Years | — |
| 5 Years | 40.75% |
| 10 Years | — |
| Since Inception | 102.58% |
| Period | Return |
|---|---|
| 1 Year | 10.81% |
| 2 Years | — |
| 3 Years | 15.60% |
| 5 Years | 7.71% |
| 10 Years | — |
| Since Inception | 8.98% |
Annualized returns represent the average annual return over the period.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|
| 12.93% | 16.59% | 15.97% | -17.74% | 14.63% | 14.86% | 20.99% | -7.52% |
Performance as of: As at September 30, 2026
TWR = Time-Weighted Return (measures fund performance). MWRR = Money-Weighted Return (measures your personal return including contribution timing). Past performance does not guarantee future results.
| # | Name | Ticker | Weight |
|---|---|---|---|
|
1
|
G
GLOBAL X CANADIAN SELECT UNIV…
Other
|
— |
24.57%
|
|
2
|
G
GLOBAL X US 7-10 YEAR TREASUR…
Government Bonds
|
— |
10.50%
|
|
3
|
U
UNITED STATES TREASURY BILL 1…
Government Bonds
|
— |
3.60%
|
|
4
|
G
GLOBAL X RUSSELL 2000 ETF
Other
|
RSSX |
2.87%
|
|
5
|
R
ROYAL BANK OF CANADA
Financials
|
RY |
2.44%
|
|
6
|
N
NVIDIA
Technology
|
NVDA |
2.27%
|
|
7
|
N
NVIDIA CORP
Corporate Bonds
|
NVDA |
2.18%
|
|
8
|
I
iShares Core MSCI EAFE ETF
Other
|
IEFA |
1.99%
|
|
9
|
A
APPLE
Technology
|
AAPL |
1.99%
|
|
10
|
A
APPLE INC
Corporate Bonds
|
AAPL |
1.89%
|
|
11
|
M
MICROSOFT
Technology
|
MSFT |
1.56%
|
|
12
|
M
MICROSOFT CORP
Corporate Bonds
|
MSFT |
1.54%
|
|
13
|
A
ALPHABET INC
Corporate Bonds
|
GOOGL |
1.47%
|
|
14
|
A
AMAZON.COM INC
Corporate Bonds
|
AMZN |
1.05%
|
|
15
|
A
AMAZON.COM INC
Consumer Discretionary
|
AMZN |
1.02%
|
Showing top 15 holdings