Growth Passive

iShares Core 60/40 Balanced Allocation ETF

The iShares Core Growth Allocation ETF (the “Fund”) seeks to track the investment results of an index composed of a portfolio of underlying equity and fixed income funds intended to represent a growth allocation target risk strategy.

$69.60

Key Metrics

TER 20.00% per year
Distribution policy Distributing
Fund size USD 3,179 M
Inception date November 4, 2008
Holdings 9
Fund currency USD
Fund domicile US
Provider iShares
For full official fund details, factsheets, and holdings, visit ishares.com (opens in new tab).

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Historical Return

Last updated: Jun 15, 2026
1 Year +14.6% +2.5% Div
3 Years (avg.) +10.3% +2.5% Div
5 Years (avg.) +4.3% +2.5% Div

Risk & Analysis Metrics

Last updated: Jun 15, 2026

Volatility

8.36% 1 Year
9.25% 3 Years
10.50% 5 Years
10.70% 10 Years

Max Drawdown

-6.64% 1 Year
-10.56% 3 Years
-23.37% 5 Years
-23.37% 10 Years

Sharpe Ratio

1.00 1 Year
0.60 3 Years
0.03 5 Years
0.17 10 Years

Return Triangle (Heatmap)

Last updated: Jun 15, 2026
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
2011 -1.9% 3.0% 5.8% 5.6% 3.8% 4.1% 5.0% 3.2% 4.5% 4.9% 5.3% 3.2% 3.9% 4.2% 4.8%
2012 8.1% 9.9% 8.3% 5.3% 5.3% 6.2% 3.9% 5.4% 5.7% 6.1% 3.7% 4.4% 4.7% 5.3%
2013 11.8% 8.3% 4.4% 4.7% 5.8% 3.3% 5.0% 5.4% 5.9% 3.3% 4.0% 4.4% 5.1%
2014 5.0% 0.9% 2.4% 4.3% 1.7% 3.9% 4.5% 5.2% 2.4% 3.3% 3.7% 4.5%
2015 -3.0% 1.1% 4.1% 0.8% 3.7% 4.5% 5.2% 2.0% 3.1% 3.6% 4.5%
2016 5.5% 7.9% 2.2% 5.4% 6.0% 6.6% 2.8% 3.9% 4.4% 5.3%
2017 10.4% 0.5% 5.4% 6.2% 6.8% 2.3% 3.7% 4.3% 5.3%
2018 -8.4% 3.0% 4.8% 6.0% 0.8% 2.6% 3.4% 4.6%
2019 15.8% 12.1% 11.3% 3.2% 4.9% 5.5% 6.6%
2020 8.5% 9.0% -0.6% 2.4% 3.6% 5.2%
2021 9.6% -4.9% 0.4% 2.4% 4.5%
2022 -17.5% -3.9% 0.1% 3.3%
2023 12.0% 10.2% 11.4%
2024 8.5% 11.1%
2025 13.7%

Distributions

*by ETF Portfolio Weight Last updated: Not yet calculated

Profit Margin Distribution

< 0%
0%
1y 3y N/A N/A
0 - 5%
0%
1y 3y N/A N/A
5 - 10%
0%
1y 3y N/A N/A
10 - 15%
0%
1y 3y N/A N/A
15 - 20%
0%
1y 3y N/A N/A
20 - 30%
0%
1y 3y N/A N/A
30 - 40%
0%
1y 3y N/A N/A
> 40%
0%
1y 3y N/A N/A

P/E Ratio Distribution

< 0
0%
1y 3y N/A N/A
0 - 10
0%
1y 3y N/A N/A
10 - 15
0%
1y 3y N/A N/A
15 - 20
0%
1y 3y N/A N/A
20 - 25
0%
1y 3y N/A N/A
25 - 35
0%
1y 3y N/A N/A
35 - 50
0%
1y 3y N/A N/A
> 50
0%
1y 3y N/A N/A

Discounted Cash Flow

Weighted Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A

Market Cap Size Distribution

Micro Cap
0.0%
1y 3y N/A N/A
Small Cap
0.0%
1y 3y N/A N/A
Mid Cap
0.0%
1y 3y N/A N/A
Large Cap
0.0%
1y 3y N/A N/A
Mega Cap
0.0%
1y 3y N/A N/A
Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Portfolio Concentration

*by ETF Portfolio Weight Last updated: Not yet calculated
N/A Top 5 Holdings
N/A Top 10 Holdings
N/A Top 50 Holdings
N/A Top 100 Holdings

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Countries

Other 39.2%
United States 36.6%
Japan 3.8%
United Kingdom 2.3%
Canada 2.1%
Taiwan (Province of China) 1.8%
Switzerland 1.5%
Korea (the Republic of) 1.5%
France 1.2%
China 1.2%
Germany 1.2%
Australia 1.0%
Netherlands 1.0%
India 0.8%
Sweden 0.6%
Spain 0.5%
Italy 0.5%
Singapore 0.4%
Hong Kong 0.3%
Israel 0.3%
Denmark 0.3%
Brazil 0.3%
South Africa 0.2%
Finland 0.2%
Saudi Arabia 0.2%
Belgium 0.2%
Norway 0.1%
Mexico 0.1%
Ireland 0.1%
Malaysia 0.1%
Poland 0.1%
Thailand 0.1%
Austria 0.1%
Indonesia 0.0%
Greece 0.0%
New Zealand 0.0%
Turkey 0.0%
Qatar 0.0%
Chile 0.0%
United Arab Emirates 0.0%
Kuwait 0.0%
Portugal 0.0%
Philippines 0.0%
Peru 0.0%
Luxembourg 0.0%
Hungary 0.0%
Czechia 0.0%
Colombia 0.0%
Bermuda 0.0%
Other 0.0%

No investments found

This ETF does not have any holdings data available yet.