ETFs - Profile

iShares Morningstar Multi-Asset Income ETF

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Rank

Universe Rank
12 10

Summary

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $23.94
    -0.06
  • 52 Week HL
  • $24.47 - $21.32
  • Net Assets
  • $237.08 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
-0.5 % YTD

  • 3 Year
  • 3.66%
  • 5 Year
  • 7.09%
  • Best
  • 10.68%
    2017
  • Worst
  • -5.74%
    2020

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
IYLD -1%-6%11%-5%11%10%-5%9%0%0%0%
S&P 500 21%16%29%-6%19%10%-1%11%0%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 -2.5% -21.7% 6.3% -2.4% 3.7% 4% 1.4% 5.8% 3.5% - -
Q2 3% 11% 2.1% 0.2% 3% 4.5% -3.5% 4.8% -6.1% 3.5% -
Q3 -1.1% -100% -1.1% 2.3% 2.4% 2.9% -3.4% -1.9% 0.7% 3.2% -
Q4 - - 2.3% -3.8% 1.1% -2% 0.8% 0.4% 1.4% 0.2% -

Returns +
M

J F M A M J J A S O N D
2021 -1.7% -0.9% - 1.4% 0.7% 0.8% 0.6% 0.5% -2% - - -
2020 0.6% -4% -18.9% 5.3% 3.3% 2.1% 2.1% 1% - - 7.2% 1.9%

Annual Return

Index Comparison

Alpha

NAV