iShares Core Balanced ETF Portfolio
Data as of: May 4, 2026
| Period | Return |
|---|---|
| 1 Month | 3.51% |
| 3 Months | 2.72% |
| 6 Months | 4.06% |
| YTD | 4.00% |
| 1 Year | 18.93% |
| 3 Years | 44.66% |
| 5 Years | 48.00% |
| 10 Years | 110.43% |
| Since Inception | 207.40% |
| Period | Return |
|---|---|
| 1 Year | 18.93% |
| 2 Years | — |
| 3 Years | 13.10% |
| 5 Years | 8.16% |
| 10 Years | 7.72% |
| Since Inception | 6.14% |
Annualized returns represent the average annual return over the period.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| 13.33% | 16.13% | 12.78% | -11.08% | 11.06% | 10.58% |
Performance as of: Apr 30, 2026
TWR = Time-Weighted Return (measures fund performance). MWRR = Money-Weighted Return (measures your personal return including contribution timing). Past performance does not guarantee future results.
| # | Name | Ticker | Weight |
|---|---|---|---|
|
1
|
N
NVIDIA CORP
Information Technology
|
NVDA |
2.03%
|
|
2
|
A
APPLE INC
Information Technology
|
AAPL |
1.58%
|
|
3
|
M
MICROSOFT CORP
Information Technology
|
MSFT |
1.26%
|
|
4
|
R
ROYAL BANK OF CANADA
Financials
|
RY |
1.09%
|
|
5
|
A
AMAZON.COM INC
Consumer Discretionary
|
AMZN |
1.02%
|
|
6
|
A
ALPHABET INC CLASS A
Communication
|
GOOGL |
0.81%
|
|
7
|
T
TORONTO DOMINION
Financials
|
TD |
0.78%
|
|
8
|
B
BROADCOM INC
Information Technology
|
AVGO |
0.77%
|
|
9
|
S
SHOPIFY SUBORDINATE VOTING IN…
Information Technology
|
SHOP |
0.66%
|
|
10
|
A
ALPHABET INC CLASS C
Communication
|
GOOG |
0.65%
|
|
11
|
M
META PLATFORMS INC CLASS A
Communication
|
META |
0.58%
|
|
12
|
E
ENBRIDGE INC
Energy
|
ENB |
0.52%
|
|
13
|
B
BANK OF MONTREAL
Financials
|
BMO |
0.47%
|
|
14
|
C
CANADIAN IMPERIAL BANK OF COM…
Financials
|
CM |
0.45%
|
|
15
|
C
CANADIAN NATURAL RESOURCES LTD
Energy
|
CNQ |
0.44%
|
Showing top 15 holdings