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iShares Core Aggressive Allocation ETF (AOA)

ETF · Currency in USD · Last updated Aug 11, 2022

AOA is a passive ETF by iShares tracking the investment results of the S&P Target Risk Aggressive Index. AOA launched on Nov 4, 2008 and has a 0.25% expense ratio.

ETF Info

ISINUS4642898591
CUSIP464289859
IssueriShares
Inception DateNov 4, 2008
RegionDeveloped Markets (Broad)
CategoryDiversified Portfolio
Expense Ratio0.25%
Index TrackedS&P Target Risk Aggressive Index
ETF Home Pagewww.ishares.com
Asset ClassMulti-Asset

Asset Class Size

Multi-Cap

Asset Class Style

Blend

Trading Data

Previous Close$63.80
Year Range$58.19 - $72.35
EMA (50)$61.74
EMA (200)$65.22
Average Volume$166.23K

AOAShare Price Chart


Chart placeholderClick Calculate to get results

AOAPerformance

The chart shows the growth of $10,000 invested in iShares Core Aggressive Allocation ETF in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $28,110 for a total return of roughly 181.10%. All prices are adjusted for splits and dividends.


-15.00%-10.00%-5.00%0.00%5.00%MarchAprilMayJuneJulyAugust
-6.80%
-4.72%
AOA (iShares Core Aggressive Allocation ETF)
Benchmark (^GSPC)

AOAReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M6.19%7.97%
6M-8.03%-6.88%
YTD-11.42%-11.66%
1Y-8.62%-5.01%
5Y7.10%11.56%
10Y8.52%11.62%

AOAMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-3.86%-2.60%1.10%-6.97%0.58%-6.93%6.05%1.32%
2021-0.31%1.88%2.68%3.37%1.49%0.78%0.84%2.02%-3.43%4.05%-1.86%3.18%
2020-1.07%-6.15%-11.87%8.71%4.07%2.58%4.08%4.85%-2.52%-1.92%9.68%3.83%
20196.51%2.01%1.46%2.90%-4.57%5.29%-0.14%-1.01%1.74%2.09%1.90%2.82%
20184.18%-3.76%-0.96%0.23%0.41%-0.54%2.54%0.70%-0.02%-6.30%1.51%-5.59%
20172.03%2.43%1.20%1.56%1.82%0.54%2.13%0.48%1.59%1.72%1.64%1.30%
2016-4.15%-0.70%6.16%0.98%0.66%-0.04%3.55%0.25%0.59%-1.63%0.49%1.67%
2015-0.69%4.18%-0.79%1.66%0.26%-1.77%0.87%-5.46%-2.67%5.86%-0.17%-1.84%
2014-3.03%4.23%0.60%0.39%1.92%1.99%-2.00%2.79%-3.29%2.29%1.27%-0.99%
20134.20%0.21%2.50%2.19%0.10%-1.46%4.20%-2.57%4.32%3.55%1.52%1.91%
20124.90%3.73%1.65%-0.70%-6.08%3.58%0.98%2.24%2.06%-0.68%1.07%1.79%
20110.99%3.31%0.74%3.07%-1.68%-0.91%-2.23%-5.77%-7.57%10.16%-1.00%0.25%
2010-5.02%2.71%6.20%1.80%-8.29%-4.23%7.91%-4.51%10.06%3.32%-0.52%6.42%

AOASharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares Core Aggressive Allocation ETF Sharpe ratio is -0.57. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.00MarchAprilMayJuneJulyAugust
-0.57
-0.25
AOA (iShares Core Aggressive Allocation ETF)
Benchmark (^GSPC)

AOADividend History

iShares Core Aggressive Allocation ETF granted a 2.19% dividend yield in the last twelve months. The annual payout for that period amounted to $1.40 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$1.40$1.22$1.10$1.45$1.15$2.74$1.07$0.96$1.01$0.82$0.81$0.73$0.56

Dividend yield

2.19%1.69%1.76%2.62%2.55%5.60%2.62%2.54%2.63%2.28%2.74%2.85%2.15%

AOADrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2022FebruaryMarchAprilMayJuneJulyAugust
-11.82%
-12.22%
AOA (iShares Core Aggressive Allocation ETF)
Benchmark (^GSPC)

AOAWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Core Aggressive Allocation ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares Core Aggressive Allocation ETF is 28.38%, recorded on Mar 23, 2020. It took 107 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-28.38%Feb 13, 202027Mar 23, 2020107Aug 24, 2020134
-20.15%May 2, 2011108Oct 3, 2011111Mar 13, 2012219
-19.57%Jan 5, 2022113Jun 16, 2022
-16.11%Jan 29, 2018229Dec 24, 2018130Jul 2, 2019359
-15.03%May 22, 2015183Feb 11, 2016126Aug 11, 2016309
-13.97%Apr 16, 201053Jun 30, 201073Oct 13, 2010126
-9.16%Apr 3, 201243Jun 4, 201266Sep 6, 2012109
-8.35%Jan 15, 201016Feb 8, 201020Mar 9, 201036
-7.36%Sep 8, 201429Oct 16, 201427Nov 24, 201456
-6.58%May 22, 201323Jun 24, 201319Jul 22, 201342

AOAVolatility Chart

Current iShares Core Aggressive Allocation ETF volatility is 13.84%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%15.00%20.00%25.00%30.00%35.00%40.00%MarchAprilMayJuneJulyAugust
13.84%
16.23%
AOA (iShares Core Aggressive Allocation ETF)
Benchmark (^GSPC)