Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IYLD (iShares Morningstar Multi-Asset Income ETF) | 7.96% | 7.70% | 5.86% | 2.78% | 3.02% | NA | NA | 3.48% |
Data as of 07/30/2025, AR inception is 04/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYLD (iShares Morningstar Multi-Asset Income ETF) | 04/05/2012 | 07/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | 7.70 | 5.86 | 2.78 | 3.02 | NA | NA | 3.48 | 7.96 | 2.00 | 12.54 | -16.79 | 3.39 | -0.65 | 15.81 | -4.78 | 8.48 | 9.65 | -4.82 | 9.24 | -0.38 | 8.35 |
| Sharpe Ratio | NA | 0.84 | 0.42 | 0.11 | 0.17 | NA | NA | 0.26 | 1.71 | -0.30 | 1.10 | -1.54 | 0.65 | -0.04 | 3.01 | -1.07 | 1.72 | 1.27 | -0.71 | 1.92 | -0.05 | 2.81 |
| Standard Deviation(%) | NA | 6.31 | 8.10 | 7.97 | 9.79 | NA | NA | 9.01 | 7.25 | 5.39 | 8.14 | 11.86 | 5.19 | 22.49 | 4.77 | 5.79 | 4.57 | 7.41 | 6.86 | 4.81 | 8.01 | 4.11 |
| Draw Down(%) | NA | 5.20 | 11.59 | 22.57 | 30.24 | NA | NA | 30.24 | 5.20 | 4.25 | 7.32 | 22.27 | 3.11 | 30.24 | 2.59 | 7.03 | 3.45 | 5.20 | 9.98 | 4.72 | 11.06 | 2.41 |
| Yield(%) | 0.00 | 4.98 | 5.37 | 4.46 | 4.56 | 4.10 | 3.08 | 4.73 | 2.46 | 5.24 | 6.09 | 4.33 | 3.48 | 4.63 | 5.75 | 5.21 | 4.26 | 5.09 | 4.46 | 5.55 | 5.09 | 3.47 |
Data as of 07/30/2025, AR inception is 04/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYLD (iShares Morningstar Multi-Asset Income ETF) |
-5.61%
Oct 2019 - Oct 2022 |
-2.12%
Sep 2017 - Sep 2022 |
0.93%
Sep 2012 - Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYLD (iShares Morningstar Multi-Asset Income ETF) |
7.39%
Jun 2022 - Jun 2025 |
5.44%
Dec 2015 - Dec 2020 |
3.10%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart