Cboe US - Delayed Quote USD

iShares Morningstar Multi-Asset Income ETF (IYLD)

19.60 -0.02 (-0.12%)
At close: April 25 at 2:16 PM EDT
20.33 +0.73 (+3.75%)
After hours: April 25 at 7:45 PM EDT

ETF Summary

The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index is broadly diversified and seeks to deliver high current income while maintaining long-term capital appreciation. The fund is a fund-of-funds and invests primarily in the securities of the underlying funds that themselves seek investment results corresponding to their own underlying indexes.

Risk Overview

Performance & Risk

YTD Return -1.36%
5y Average Return 0.20%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
IYLDCategory AverageIYLDCategory AverageIYLDCategory Average
Alpha -3.2 0.15 -5.35 -0.96 -2.94 -1.59
BETA 0.82 0.93 0.98 1.01 0.93 1.03
Mean Annual Return 0.01 0.29 0.13 0.51 0.25 0.4
R-squared 91.21 86.95 83.4 87.7 79.92 86.46
Standard Deviation 10.73 12.38 13.27 13.35 10.28 10.99
Sharpe Ratio -0.27 0.04 -0.05 0.29 0.14 0.3
Treynor Ratio -4.18 -0.04 -1.57 3.13 1.04 2.66

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