iShares Core Balanced ETF Portfolio
Data as of: April 1, 2026
| Period | Return |
|---|---|
| 1 Month | 2.66% |
| 3 Months | 3.42% |
| 6 Months | 9.38% |
| YTD | 3.95% |
| 1 Year | 14.68% |
| 3 Years | 49.21% |
| 5 Years | 51.73% |
| 10 Years | 121.08% |
| Since Inception | 207.24% |
| Period | Return |
|---|---|
| 1 Year | 14.68% |
| 2 Years | — |
| 3 Years | 14.27% |
| 5 Years | 8.70% |
| 10 Years | 8.26% |
| Since Inception | 6.19% |
Annualized returns represent the average annual return over the period.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| 13.33% | 16.13% | 12.78% | -11.08% | 11.06% | 10.58% |
Performance as of: Feb 28, 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 |
1.70%
|
|
2
|
A
APPLE INC
Information Technology
|
AAPL |
1.53%
|
|
3
|
M
MICROSOFT CORP
Information Technology
|
MSFT |
1.13%
|
|
4
|
R
ROYAL BANK OF CANADA
Financials
|
RY |
1.04%
|
|
5
|
A
AMAZON COM INC
Consumer Discretionary
|
AMZN |
0.83%
|
|
6
|
T
TORONTO DOMINION
Financials
|
TD |
0.73%
|
|
7
|
A
ALPHABET INC CLASS A
Communication
|
GOOGL |
0.67%
|
|
8
|
S
SHOPIFY SUBORDINATE VOTING IN…
Information Technology
|
SHOP |
0.65%
|
|
9
|
B
BROADCOM INC
Information Technology
|
AVGO |
0.59%
|
|
10
|
E
ENBRIDGE INC
Energy
|
ENB |
0.56%
|
|
11
|
A
ALPHABET INC CLASS C
Communication
|
GOOG |
0.54%
|
|
12
|
M
META PLATFORMS INC CLASS A
Communication
|
META |
0.50%
|
|
13
|
C
CANADIAN NATURAL RESOURCES LTD
Energy
|
CNQ |
0.49%
|
|
14
|
A
AGNICO EAGLE MINES LTD
Materials
|
AEM |
0.45%
|
|
15
|
B
BANK OF MONTREAL
Financials
|
BMO |
0.44%
|
Showing top 15 holdings