iShares Core Conservative Balanced ETF Portfolio
Data as of: April 1, 2026
| Period | Return |
|---|---|
| 1 Month | 2.21% |
| 3 Months | 2.58% |
| 6 Months | 7.30% |
| YTD | 3.21% |
| 1 Year | 11.08% |
| 3 Years | 37.41% |
| 5 Years | 34.41% |
| 10 Years | — |
| Since Inception | 51.67% |
| Period | Return |
|---|---|
| 1 Year | 11.08% |
| 2 Years | — |
| 3 Years | 11.17% |
| 5 Years | 6.09% |
| 10 Years | — |
| Since Inception | 6.55% |
Annualized returns represent the average annual return over the period.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| 10.25% | 11.99% | 10.56% | -11.19% | 6.57% | 10.33% |
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 |
1.16%
|
|
2
|
A
APPLE INC
Information Technology
|
AAPL |
1.04%
|
|
3
|
M
MICROSOFT CORP
Information Technology
|
MSFT |
0.77%
|
|
4
|
R
ROYAL BANK OF CANADA
Financials
|
RY |
0.69%
|
|
5
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.62%
|
|
6
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.61%
|
|
7
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.57%
|
|
8
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.57%
|
|
9
|
A
AMAZON COM INC
Consumer Discretionary
|
AMZN |
0.57%
|
|
10
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.49%
|
|
11
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.49%
|
|
12
|
T
TORONTO DOMINION
Financials
|
TD |
0.48%
|
|
13
|
A
ALPHABET INC CLASS A
Communication
|
GOOGL |
0.46%
|
|
14
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.45%
|
|
15
|
C
CANADA (GOVERNMENT OF)
Federal
|
CAN |
0.44%
|
Showing top 15 holdings