iShares Core Conservative Balanced ETF Portfolio
Data as of: May 4, 2026
| Period | Return |
|---|---|
| 1 Month | 2.42% |
| 3 Months | 1.70% |
| 6 Months | 2.54% |
| YTD | 2.70% |
| 1 Year | 13.21% |
| 3 Years | 32.64% |
| 5 Years | 31.79% |
| 10 Years | — |
| Since Inception | 50.91% |
| Period | Return |
|---|---|
| 1 Year | 13.21% |
| 2 Years | — |
| 3 Years | 9.87% |
| 5 Years | 5.68% |
| 10 Years | — |
| Since Inception | 6.30% |
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: 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 |
1.40%
|
|
2
|
A
APPLE INC
Information Technology
|
AAPL |
1.09%
|
|
3
|
M
MICROSOFT CORP
Information Technology
|
MSFT |
0.87%
|
|
4
|
R
ROYAL BANK OF CANADA
Financials
|
RY |
0.73%
|
|
5
|
A
AMAZON.COM INC
Consumer Discretionary
|
AMZN |
0.71%
|
|
6
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.59%
|
|
7
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.58%
|
|
8
|
A
ALPHABET INC CLASS A
Communication
|
GOOGL |
0.56%
|
|
9
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.56%
|
|
10
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.55%
|
|
11
|
B
BROADCOM INC
Information Technology
|
AVGO |
0.53%
|
|
12
|
T
TORONTO DOMINION
Financials
|
TD |
0.52%
|
|
13
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.47%
|
|
14
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.46%
|
|
15
|
A
ALPHABET INC CLASS C
Communication
|
GOOG |
0.45%
|
Showing top 15 holdings