(As of 5/31/2026)

Global X Balanced Asset Allocation ETF (HBAL)

(Global Equity Balanced)
FundGrade A+® Rating recipient
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Inception Return
(8/1/2018)
9.26 %
YTD Return 8.09 %
NAVPS
(6/18/2026)
$18.91
Change $0.14 / 0.77 %
Growth of $10,000 (As of May 31, 2026)
MER 0.20 %
Assets ($mil) -
Rank (1Yr) 659/1260
Std Dev (3Yr) 7.47 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The ETF seeks to provide a combination of long-term capital growth and a moderate level of income, primarily by investing in exchange traded funds that provide exposure to a globally diversified portfolio of equity and fixed income securities.
Fund Manager

Global X Investments Canada Inc.

Portfolio Manager

Global X Investments Canada Inc.

Sub-Advisor
-
 
Asset Allocation
(As of May 31, 2026)
Sector Allocation
(As of May 31, 2026)
Geographic Allocation
(As of May 31, 2026)
Top 10 Holdings
NameAssetSectorGeographicPercent
Global X Canadian Select Universe Bd CC ETF (HBB)Domestic BondsFixed IncomeCanada25.06%
Global X S&P 500 Index ETF C$ (USSX)US EquityExchange Traded FundUnited States22.25%
Global X MSCI EAFE Index ETF C$ (EAFX)International EquityExchange Traded FundMulti-National15.14%
Global X S&P/TSX 60 Index ETF (CNDX)Canadian EquityExchange Traded FundCanada12.19%
Global X US 7-10 Yr Treas Bd Ind CC ETF (HTB)Foreign BondsFixed IncomeUnited States10.61%
Global X MSCI Emerging Markets Index ETF C$ (EMMX)International EquityExchange Traded FundMulti-National5.72%
Global X Nasdaq-100 Index ETF C$ (QQQX)US EquityExchange Traded FundUnited States4.95%
Global X Russell 2000 Index ETF C$ (RSSX)US EquityExchange Traded FundUnited States2.85%
Global X 1-3 Year US Treasury Bd Idx ETF (TSTX.U)Foreign BondsFixed IncomeUnited States1.13%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada0.09%

Performance Data (As of May 31, 2026)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.84 4.22 7.33 8.09 19.55 15.24 8.01 -   
Benchmark 5.15 6.07 8.76 9.98 23.45 17.88 10.83 10.30
Quartile Ranking 2 2 3 3 3 2 3 -

Calendar Return (%) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Fund 12.93 16.59 15.97 -17.74 14.63 14.86 20.99 -      -      -     
Benchmark 13.15 21.57 15.07 -12.03 11.33 12.17 16.29 0.72 11.99 3.66
Quartile Ranking 2 3 1 4 1 1 1 - - -

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