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Performance Comparison
Comparison Box

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) 8.38% 8.12% 5.99% 2.78% 3.08% NA NA 3.51%
Data as of 07/29/2025, 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 07/29/2025
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 (%) 0.15 8.12 5.99 2.78 3.08 NA NA 3.51 8.38 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 4.44 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 07/29/2025, 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