BMO Balanced ETF
Data as of: April 1, 2026
| Period | Return |
|---|---|
| 1 Month | 2.51% |
| 3 Months | 3.19% |
| 6 Months | 9.40% |
| YTD | 3.88% |
| 1 Year | 14.04% |
| 3 Years | 48.31% |
| 5 Years | 50.44% |
| 10 Years | — |
| Since Inception | 83.29% |
| Period | Return |
|---|---|
| 1 Year | 14.04% |
| 2 Years | — |
| 3 Years | 14.04% |
| 5 Years | 8.51% |
| 10 Years | — |
| Since Inception | 8.98% |
Annualized returns represent the average annual return over the period.
| 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|
| 15.89% | 12.48% | -10.95% | 10.32% | 10.25% |
Performance as of: 2026-02-28
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
|
B
BMO Discount Bond Index ETF
Financials
|
ZDB |
28.88%
|
|
2
|
B
BMO S&P 500 Index ETF
Financials
|
ZSP |
26.19%
|
|
3
|
B
BMO S&P/TSX Capped Composite …
Financials
|
ZCN |
14.71%
|
|
4
|
B
BMO US Aggregate Bond Index E…
|
ZUAG/F |
12.37%
|
|
5
|
B
BMO MSCI EAFE Index ETF
Financials
|
ZEA |
10.31%
|
|
6
|
B
BMO MSCI Emerging Markets Ind…
Financials
|
ZEM |
5.31%
|
|
7
|
B
BMO S&P US Mid Cap Index ETF
|
ZMID |
1.54%
|
|
8
|
B
BMO S&P US Small Cap Index ETF
|
ZSML |
0.71%
|
|
9
|
B
BMO Discount Bond Index ETF
Financials
|
ZDB |
27.36%
|
|
10
|
B
BMO S&P 500 Index ETF
Financials
|
ZSP |
26.45%
|
|
11
|
B
BMO S&P/TSX Capped Composite …
Financials
|
ZCN |
16.04%
|
|
12
|
B
BMO US Aggregate Bond Index E…
|
ZUAG/F |
11.72%
|
|
13
|
B
BMO MSCI EAFE Index ETF
Financials
|
ZEA |
10.66%
|
|
14
|
B
BMO MSCI Emerging Markets Ind…
Financials
|
ZEM |
5.43%
|
|
15
|
B
BMO S&P US Mid Cap Index ETF
|
ZMID |
1.55%
|
Showing top 15 holdings