ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF

Symbol: IYLD

Exchange: BATS

Sector: Financial_Services

Category: Global Moderately Conservative Allocation

Inception Date: 03/04/2012

Latest Date: 02/04/2026

Current Price: $21.73

Expense Ratio: 0.50%

Assets Under Management
$133.4M
0.74% daily change

Period Performance

Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.

Adjusted Return
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Performance Metrics

Return

-2.37%

Volatility

9.49%

Sharpe Ratio

-2.816

VaR 95%

-0.92%

CVaR 95%: -1.09%
Max Drawdown: -3.12%
Sortino Ratio: -5.305
Calmar Ratio: -7.41
Return

1.32%

Volatility

7.59%

Sharpe Ratio

0.240

VaR 95%

-0.82%

CVaR 95%: -0.99%
Max Drawdown: -5.04%
Sortino Ratio: 0.379
Calmar Ratio: 1.08
Return

4.49%

Volatility

6.44%

Sharpe Ratio

0.875

VaR 95%

-0.70%

CVaR 95%: -0.87%
Max Drawdown: -5.04%
Sortino Ratio: 1.266
Calmar Ratio: 1.84
Return

12.90%

Volatility

6.82%

Sharpe Ratio

1.367

VaR 95%

-0.65%

CVaR 95%: -1.03%
Max Drawdown: -5.04%
Sortino Ratio: 1.610
Calmar Ratio: 2.57
Return

20.60%

Volatility

5.99%

Sharpe Ratio

1.039

VaR 95%

-0.55%

CVaR 95%: -0.85%
Max Drawdown: -5.19%
Sortino Ratio: 1.355
Calmar Ratio: 1.90
Return

32.19%

Volatility

6.37%

Sharpe Ratio

0.966

VaR 95%

-0.58%

CVaR 95%: -0.89%
Max Drawdown: -5.19%
Sortino Ratio: 1.349
Calmar Ratio: 1.88

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.049%

Best Day

2.293%

09/04/2025
Worst Day

-2.4%

04/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $21.57 $21.73 $21.57 $21.73 1,900
01/04/2026 $21.73 $21.86 $21.73 $21.83 12,400
31/03/2026 $21.53 $21.73 $21.53 $21.73 49,100
30/03/2026 $21.54 $21.58 $21.49 $21.50 18,600
27/03/2026 $21.48 $21.51 $21.44 $21.44 15,300
26/03/2026 $21.61 $21.66 $21.51 $21.54 9,500
25/03/2026 $21.70 $21.74 $21.68 $21.69 14,200
24/03/2026 $21.58 $21.62 $21.53 $21.59 9,000
23/03/2026 $21.58 $21.73 $21.58 $21.64 8,500
20/03/2026 $21.68 $21.68 $21.45 $21.46 8,600