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IYLD: iShares Morningstar Multi-Asset Income (ETF)
Basic Info 18.94 0.06(0.32%) May 31
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (26%) |
| Start Date: | 04/05/2012 |
| Last Dividend Date: | 05/02/2023 |
| 12-Mo. Yield | 5.58% |
| Expenses | 0.58% |
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Performance Analytics (As of 05/26/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.7 | 2.6 | -1.7 | 1.9 | 0.7 | 2.1 | 2.7 | -13.7 | 4.3 | -0.7 | 15.8 | -4.8 | 8.5 | 9.7 | -4.8 | 9.2 | -0.4 | 8.3 |
| SR | NA | 0.29 | -0.32 | 0.11 | -0.03 | 0.13 | 0.22 | -1.24 | 0.81 | -0.04 | 3.02 | -1.06 | 1.73 | 1.27 | -0.71 | 1.92 | -0.05 | 2.81 |
| DD(%) | NA | 7.0 | 12.9 | 21.5 | 30.2 | 30.2 | 30.2 | 21.5 | 3.1 | 30.2 | 2.6 | 7.0 | 3.5 | 5.2 | 10.0 | 4.7 | 11.1 | 2.4 |
| SD(%) | NA | 9.1 | 12.0 | 9.4 | 12.3 | 9.9 | 9.5 | 12.2 | 5.3 | 22.5 | 4.8 | 5.8 | 4.6 | 7.4 | 6.9 | 4.8 | 8.0 | 4.1 |
| TR | NA | 0.02 | -0.03 | 0.01 | 0.0 | 0.01 | 0.02 | -0.18 | 0.09 | -0.01 | 38.76 | -0.07 | 0.06 | 0.07 | -0.05 | 0.09 | 0.0 | 0.14 |
| Alpha(%) | NA | 0.04 | 0.02 | 0.0 | -0.02 | -0.01 | -0.01 | -0.05 | -0.01 | -0.05 | 0.05 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | -0.05 | 0.02 |
| Beta(%) | NA | 1.09 | 1.12 | 1.06 | 1.27 | 1.25 | 1.24 | 0.86 | 0.49 | 1.49 | 0.0 | 0.92 | 1.22 | 1.36 | 1.07 | 1.05 | 1.37 | 0.83 |
| RS | NA | 0.58 | 0.74 | 0.68 | 0.71 | 0.69 | 0.69 | 0.6 | 0.28 | 0.76 | 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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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Conservative Allocation Asset Class Trend Rankings |
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