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IYLD: iShares Morningstar Multi-Asset Income (ETF)
Basic Info 22.46 0.01(0.04%) October 20
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (9%) |
| Start Date: | 04/05/2012 |
| Last Dividend Date: | 09/02/2020 |
| 12-Mo. Yield | 3.98% |
| Expenses | 0.18% |
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Performance Analytics (As of 10/16/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.0 | -9.2 | -6.1 | 0.3 | 3.1 | 3.5 | 15.8 | -4.8 | 8.5 | 9.7 | -4.8 | 9.2 | -0.4 | 8.3 |
| SR | NA | -0.45 | -0.25 | -0.04 | 0.2 | 0.32 | 3.02 | -1.06 | 1.73 | 1.27 | -0.71 | 1.92 | -0.05 | 2.81 |
| DD(%) | NA | 30.2 | 30.2 | 30.2 | 30.2 | 30.2 | 2.6 | 7.0 | 3.5 | 5.2 | 10.0 | 4.7 | 11.1 | 2.4 |
| SD(%) | NA | 24.9 | 22.2 | 13.6 | 11.3 | 9.5 | 4.8 | 5.8 | 4.6 | 7.4 | 6.9 | 4.8 | 8.0 | 4.1 |
| TR | NA | -0.07 | -0.04 | -0.32 | 1.18 | 1.32 | 38.76 | -0.07 | 0.06 | 0.07 | -0.05 | 0.09 | 0.0 | 0.14 |
| Alpha(%) | NA | -0.07 | -0.06 | 0.0 | 0.01 | 0.01 | 0.05 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | -0.05 | 0.02 |
| Beta(%) | NA | 1.52 | 1.51 | 0.02 | 0.02 | 0.02 | 0.0 | 0.92 | 1.22 | 1.36 | 1.07 | 1.05 | 1.37 | 0.83 |
| RS | NA | 0.77 | 0.77 | 0.01 | 0.01 | 0.01 | 0.01 | 0.64 | 0.5 | 0.69 | 0.69 | 0.63 | 0.65 | 0.55 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/05/2012
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Conservative Allocation Asset Class Trend Rankings |
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