Performance analysis of IYLD (ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF)
Annual Return
Over the past 3 years, IYLD has had an average annual return of +10.60%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IYLD has had an average annual return of +3.37%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, IYLD has had an average annual return of +4%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Apr 5, 2012, IYLD has had an average annual return of +4.34%, underperforming the benchmark SPY, which returned +14.61% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.95% | +15.43% | +2% | +12.56% | -16.81% | +3.37% | -1.20% | +15.81% | -4.77% | +10.90% | +9.65% | -4.52% |
| 2014 | 2013 | 2012 | |||||||||
| +10.28% | +0.41% | +9% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.41% | +1.64% | -2.97% | +2.52% | +0.67% | -0.28% | +4.95% | ||||||
| 2025 | +2.26% | +1.03% | +0.41% | +1.23% | +1.03% | +2.03% | -0.37% | +2.68% | +1.63% | +0.49% | +1.34% | +0.72% | +15.43% |
| 2024 | -1.79% | +0.19% | +1.38% | -0.97% | +2.28% | -0.66% | +2.23% | +2.02% | +1.34% | -1.65% | +0.00649% | -2.24% | +2% |
| 2023 | +5.96% | -3.37% | -0.38% | +1.07% | -1.91% | +3.35% | +1.74% | -1.05% | -1.43% | -1.81% | +5.29% | +4.96% | +12.56% |
| 2022 | -2.33% | -2.79% | -1.64% | -5.90% | +1.31% | -6.25% | +4.15% | -3.72% | -6.44% | +1.23% | +6.89% | -1.82% | -16.81% |
| 2021 | -1.83% | -0.54% | +0.04% | +1.93% | +1.11% | +0.99% | +1.15% | +0.57% | -1.78% | +0.87% | -1.05% | +1.96% | +3.37% |
| 2020 | +0.51% | -3.71% | -18.73% | +6.45% | +3.60% | +2.27% | +3.88% | +0.13% | -1.24% | -1.65% | +7.43% | +2.60% | -1.20% |
| 2019 | +5.71% | +0.42% | +0.83% | +1.15% | -2.34% | +4.02% | +0.40% | -1.00% | +1.32% | +1.28% | +0.39% | +2.85% | +15.81% |
| 2018 | -0.66% | -2.56% | +0.80% | -0.32% | -0.19% | -0.03% | +2.09% | -0.53% | +0.54% | -2.51% | +0.15% | -1.55% | -4.77% |
| 2017 | +1.03% | +2.01% | +0.84% | +1.27% | +1.14% | +0.51% | +1.04% | +0.48% | +0.83% | -0.53% | +0.68% | +1.10% | +10.90% |
Drawdown analysis of IYLD (ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF)
The maximum drawdown for the IYLD was -30.24%, occurring on Mar 19, 2020. Recovery took 368 trading sessions.
The current IYLD drawdown is -0.54%.
Since Apr 5, 2012 IYLD has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.24% | Feb 20, 2020 | 20 | Mar 19, 2020 | 368 | Sep 2, 2021 | 388 |
| -22.57% | Sep 2, 2021 | 281 | Oct 14, 2022 | 635 | Apr 29, 2025 | 916 |
| -11.73% | Apr 27, 2015 | 185 | Jan 20, 2016 | 97 | Jun 8, 2016 | 282 |
| -11.05% | May 2, 2013 | 75 | Aug 19, 2013 | 159 | Apr 8, 2014 | 234 |
| -7.03% | Jan 26, 2018 | 229 | Dec 24, 2018 | 25 | Jan 31, 2019 | 254 |
| -5.19% | Sep 7, 2016 | 48 | Nov 14, 2016 | 66 | Feb 21, 2017 | 114 |
| -4.63% | Feb 25, 2026 | 22 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -3.82% | Aug 29, 2014 | 74 | Dec 16, 2014 | 32 | Feb 3, 2015 | 106 |
| -2.86% | Feb 25, 2015 | 9 | Mar 10, 2015 | 25 | Apr 15, 2015 | 34 |
| -2.60% | Jul 24, 2019 | 15 | Aug 14, 2019 | 26 | Sep 20, 2019 | 41 |
| -2.41% | Oct 17, 2012 | 18 | Nov 14, 2012 | 14 | Dec 5, 2012 | 32 |
| -2.38% | Apr 23, 2019 | 27 | May 31, 2019 | 12 | Jun 18, 2019 | 39 |
| -2.34% | Jun 8, 2016 | 13 | Jun 27, 2016 | 3 | Jun 30, 2016 | 16 |
| -2.00% | Oct 17, 2017 | 18 | Nov 10, 2017 | 19 | Dec 8, 2017 | 37 |
| -1.98% | Jul 23, 2014 | 7 | Aug 1, 2014 | 12 | Aug 19, 2014 | 19 |
| -1.81% | May 7, 2012 | 9 | May 18, 2012 | 14 | Jun 8, 2012 | 23 |
| -1.77% | Nov 11, 2025 | 7 | Nov 20, 2025 | 5 | Nov 28, 2025 | 12 |
| -1.64% | Feb 24, 2017 | 12 | Mar 14, 2017 | 6 | Mar 22, 2017 | 18 |
| -1.58% | Sep 23, 2025 | 13 | Oct 10, 2025 | 6 | Oct 20, 2025 | 19 |
| -1.50% | Jun 26, 2017 | 8 | Jul 7, 2017 | 16 | Jul 31, 2017 | 24 |
| -1.34% | Jul 3, 2025 | 7 | Jul 15, 2025 | 20 | Aug 12, 2025 | 27 |
| -1.26% | Feb 3, 2015 | 6 | Feb 11, 2015 | 9 | Feb 25, 2015 | 15 |
| -1.22% | Sep 20, 2019 | 8 | Oct 2, 2019 | 9 | Oct 15, 2019 | 17 |
| -1.17% | Aug 3, 2012 | 9 | Aug 16, 2012 | 9 | Aug 29, 2012 | 18 |
| -1.06% | Jan 23, 2013 | 8 | Feb 4, 2013 | 17 | Feb 28, 2013 | 25 |