iShares Core Conservative Balanced ETF Portfolio
Data as of: Feb. 2, 2026
| Period | Return |
|---|---|
| 1 Month | 0.98% |
| 3 Months | 0.82% |
| 6 Months | 6.58% |
| YTD | 0.98% |
| 1 Year | 9.08% |
| 3 Years | 32.28% |
| 5 Years | 31.20% |
| 10 Years | — |
| Since Inception | 48.39% |
| Period | Return |
|---|---|
| 1 Year | 9.08% |
| 2 Years | — |
| 3 Years | 9.77% |
| 5 Years | 5.58% |
| 10 Years | — |
| Since Inception | 6.28% |
Annualized returns represent the average annual return over the period.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| 10.25% | 11.99% | 10.56% | -11.19% | 6.57% | 10.33% |
Performance as of: Jan 31, 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 |
1.27%
|
|
2
|
A
APPLE INC
Information Technology
|
AAPL |
1.04%
|
|
3
|
M
MICROSOFT CORP
Information Technology
|
MSFT |
0.88%
|
|
4
|
R
ROYAL BANK OF CANADA
Financials
|
RY |
0.71%
|
|
5
|
A
AMAZON COM INC
Consumer Discretionary
|
AMZN |
0.64%
|
|
6
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.62%
|
|
7
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.60%
|
|
8
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.56%
|
|
9
|
A
ALPHABET INC CLASS A
Communication
|
GOOGL |
0.54%
|
|
10
|
S
SHOPIFY SUBORDINATE VOTING IN…
Information Technology
|
SHOP |
0.53%
|
|
11
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.48%
|
|
12
|
T
TORONTO DOMINION
Financials
|
TD |
0.48%
|
|
13
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.48%
|
|
14
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.48%
|
|
15
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.45%
|
Showing top 15 holdings