ETFs - Profile

iShares Core Moderate Allocation Fund

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Rank

Universe Rank
30 19

Summary

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $44.65
    -0.2
  • 52 Week HL
  • $45.93 - $39.9
  • Net Assets
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
3.4 % YTD

  • 3 Year
  • 25.14%
  • 5 Year
  • 32.45%
  • Best
  • 13.23%
    2009
  • Worst
  • -3.88%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
AOM 3%0%0%-4%12%6%-1%5%10%8%2%
S&P 500 19%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 0.9% -8.3% 6.1% -0.7% 3.2% 2.2% 1.3% 1.5% 3.5% 4.6% -
Q2 3.4% 8.5% 3% 0.6% 2.9% 1.9% -0.7% 2.9% -0.7% -1.7% -
Q3 -0.8% 3% 0.2% 1.9% 2.6% 2.9% -3.3% -1.5% 3.3% 3% -
Q4 - 5.2% 1.9% -4.8% 2.4% -1.4% 1.5% 1.7% 3.8% 1.2% -

Returns +
M

J F M A M J J A S O N D
2021 -0.4% 0.4% 0.8% 1.9% 0.9% 0.6% 0.7% 0.8% -2.4% - - -
2020 0.4% -2.4% -6.4% 4.1% 2.7% 1.6% 2.1% 2.4% -1.4% -1.4% 5% 1.6%

Annual Return

Index Comparison

Alpha

NAV