iShares Morningstar Multi-Asset Income ETF (IYLD) Performance
IYLD total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +4.3% since Dec 31, 2025
- 1 year
- +6.5% total return
- 5 years
- +3.1% a year
- 10 years
- +3.6% a year
- Since first price
- +4.2% a year since 2012
IYLD trailing returns vs AGG, TLT, SPY
| Period | IYLD total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −0.8% | −1.1% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.7% | −1.7% | −0.4% | −1.0% | +3.2% |
| 6 months | +0.2% | −2.1% | −1.5% | −3.8% | +7.8% |
| YTD | +4.3% | +1.0% | −1.0% | −3.4% | +12.3% |
| 1 year | +6.5% | +1.6% | −1.1% | −6.9% | +14.4% |
| 3 years | +36.2%+10.8%/yr | +17.2% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +16.2%+3.1%/yr | −9.9% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| 10 years | +42.8%+3.6%/yr | −13.0% | +14.0%+1.3%/yr | −18.7%−2.0%/yr | +315.9%+15.3%/yr |
| Since inceptionApr 5, 2012 | +82.0%+4.2%/yr | −13.3% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: IYLD vs AGG
From Apr 5, 2012: IYLD grew to $18,197, AGG to $12,994.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IYLD returns by calendar year
9 of 13 full years positive. Best 2019 (+15.8%), worst 2022 (−16.8%). 2026 is year to date.
IYLD annual returns table
| Year | IYLD | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +4.3% | −4.7% | −1.0% | −3.4% | +12.3% |
| 2025 | +15.4% | −5.2% | +7.2% | +4.3% | +17.7% |
| 2024 | +2.0% | −4.3% | +1.3% | −8.1% | +24.9% |
| 2023 | +12.5% | −7.3% | +5.7% | +2.8% | +26.2% |
| 2022 | −16.8% | −21.7% | −13.0% | −31.2% | −18.2% |
| 2021 | +3.4% | −3.1% | −1.8% | −4.6% | +28.7% |
| 2020 | −0.6% | −30.2% | +7.5% | +18.2% | +18.3% |
| 2019 | +15.8% | −2.6% | +8.5% | +14.1% | +31.2% |
| 2018 | −4.8% | −7.0% | +0.1% | −1.6% | −4.6% |
| 2017 | +10.9% | −2.0% | +3.6% | +9.2% | +21.7% |
| 2016 | +9.6% | −5.2% | +2.4% | +1.2% | +12.0% |
| 2015 | −4.8% | −10.0% | +0.5% | −1.8% | +1.2% |
| 2014 | +10.3% | −3.8% | +6.0% | +27.3% | +13.5% |
| 2013 | +0.4% | −11.1% | −2.0% | −13.4% | +32.3% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
IYLD largest drawdowns
Now 2.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 20, 2020 | −30.2% | Mar 19, 2020 | Aug 2, 2021 | 28 days | 1.4 years |
| Sep 15, 2021 | −22.6% | Oct 14, 2022 | Apr 29, 2025 | 1.1 years | 3.6 years |
| Apr 27, 2015 | −12.0% | Jan 20, 2016 | Jun 30, 2016 | 9 months | 1.2 years |
| May 2, 2013 | −11.1% | Aug 19, 2013 | Apr 8, 2014 | 4 months | 11 months |
| Jan 26, 2018 | −7.0% | Dec 24, 2018 | Jan 31, 2019 | 11 months | 1.0 years |
| Sep 7, 2016 | −5.2% | Nov 14, 2016 | Feb 21, 2017 | 2 months | 5 months |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
IYLD risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2012 |
|---|---|---|---|---|
| Annualized return | +10.0% | +3.2% | +3.5% | +4.1% |
| Volatility (annualized) | 6.5% | 9.4% | 10.3% | 9.4% |
| Sharpe ratio | 0.84 | -0.00 | 0.17 | 0.31 |
| Sortino ratio | 1.46 | -0.00 | 0.22 | 0.41 |
| Best month | +5.3% | +6.9% | +7.4% | +7.4% |
| Worst month | −3.0% | −6.4% | −18.7% | −18.7% |
| Best 12 months | +17.5% | +17.5% | +23.4% | +23.4% |
| Worst 12 months | +2.0% | −20.3% | −20.3% | −20.3% |
| Positive months | 72% | 60% | 63% | 64% |
| Beta vs S&P 500 | 0.30 | 0.46 | 0.52 | — |
| Correlation with S&P 500 | 0.58 | 0.77 | 0.77 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
IYLD rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 163 | −20.3% | +6.0% | +23.4% | 73% |
| 3-year (a year) | 139 | −5.6% | +3.7% | +11.3% | 77% |
| 5-year (a year) | 115 | −2.1% | +3.7% | +5.9% | 87% |
| 10-year (a year) | 55 | +1.3% | +2.6% | +4.8% | 100% |
Every holding period starting at a month-end since 2012. Returns for 3 years and longer are annualized.
IYLD performance overview
iShares Morningstar Multi-Asset Income ETF (IYLD) returned +6.5% over the past year and +3.6% a year over ten years, with distributions reinvested. Since its first recorded price in 2012 it has returned +4.2% a year, turning $10,000 into about $18,197. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −30.2%, from Feb 20, 2020 to Mar 19, 2020, and it took 1.4 years to get back to the old high. IYLD finished 9 of its 13 full calendar years with a gain; the best year was 2019 (+15.8%) and the worst 2022 (−16.8%). Volatility has been 9.4% a year.
Related: IYLD chart, IYLD dividends, IYLD bond profile. See the IYLD overview for the latest quote and fund facts.
IYLD performance FAQ
What is the IYLD return over the past year?
IYLD returned +6.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 1.6%.
What is the average annual return of IYLD?
IYLD has returned +3.1% a year over 5 years, +3.6% a year over 10 years, +4.2% a year since April 5, 2012 (total return, distributions reinvested).
How much would $10,000 invested in IYLD be worth?
$10,000 invested in IYLD at its first recorded close on April 5, 2012 would be worth about $18,197 on October 23, 2026 with distributions reinvested.
What was the worst year for IYLD?
The worst calendar year was 2022, with a total return of −16.8%. The best was 2019 at +15.8%.
What is the biggest drawdown of IYLD?
The largest peak-to-trough decline was −30.2% between February 20, 2020 and March 19, 2020. It recovered to the old high on August 2, 2021, 1.4 years after the bottom.
How volatile is IYLD?
Over the past 3 years IYLD had an annualized volatility of 6.5% and a Sharpe ratio of 0.84 (excess return over 1–3 month T-bills per unit of risk).