iShares Core Income Balanced ETF Portfolio
Data as of: May 4, 2026
| Period | Return |
|---|---|
| 1 Month | 1.28% |
| 3 Months | 0.67% |
| 6 Months | 0.96% |
| YTD | 1.40% |
| 1 Year | 7.34% |
| 3 Years | 20.71% |
| 5 Years | 16.59% |
| 10 Years | — |
| Since Inception | 26.79% |
| Period | Return |
|---|---|
| 1 Year | 7.34% |
| 2 Years | — |
| 3 Years | 6.48% |
| 5 Years | 3.12% |
| 10 Years | — |
| Since Inception | 3.59% |
Annualized returns represent the average annual return over the period.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| 6.61% | 7.87% | 8.41% | -11.14% | 1.97% | 9.35% |
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
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.80%
|
|
2
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.78%
|
|
3
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.76%
|
|
4
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.74%
|
|
5
|
N
NVIDIA CORP
Information Technology
|
NVDA |
0.70%
|
|
6
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.64%
|
|
7
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.63%
|
|
8
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.58%
|
|
9
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.58%
|
|
10
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.55%
|
|
11
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.55%
|
|
12
|
A
APPLE INC
Information Technology
|
AAPL |
0.55%
|
|
13
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.54%
|
|
14
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.53%
|
|
15
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.53%
|
Showing top 15 holdings