iShares Core Aggressive Allocation ETF (AOA)
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
US4642898591
464289859
Nov 4, 2008
Developed Markets (Broad)
1x
S&P Target Risk Aggressive Index
Multi-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Core Aggressive Allocation ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares Core Aggressive Allocation ETF had a return of 14.71% year-to-date (YTD) and 20.70% in the last 12 months. Over the past 10 years, iShares Core Aggressive Allocation ETF had an annualized return of 7.77%, while the S&P 500 had an annualized return of 11.16%, indicating that iShares Core Aggressive Allocation ETF did not perform as well as the benchmark.
AOA
14.71%
-0.27%
7.52%
20.70%
8.88%
7.77%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of AOA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.10% | 3.31% | 2.87% | -3.25% | 3.98% | 1.48% | 2.04% | 2.13% | 2.00% | -2.32% | 14.71% | ||
| 2023 | 6.64% | -3.01% | 2.90% | 1.20% | -1.12% | 4.55% | 2.85% | -2.35% | -3.99% | -2.53% | 7.85% | 4.78% | 18.27% |
| 2022 | -3.86% | -2.60% | 1.10% | -6.97% | 0.58% | -6.93% | 6.05% | -3.92% | -8.35% | 5.11% | 7.33% | -3.55% | -16.23% |
| 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% | 15.42% |
| 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% | 12.82% |
| 2019 | 6.51% | 2.01% | 1.46% | 2.90% | -4.57% | 5.29% | -0.14% | -1.01% | 1.74% | 2.09% | 1.90% | 2.82% | 22.60% |
| 2018 | 4.18% | -3.76% | -0.96% | 0.23% | 0.41% | -0.54% | 2.54% | 0.70% | -0.02% | -6.30% | 1.51% | -5.59% | -7.87% |
| 2017 | 2.03% | 2.43% | 1.20% | 1.56% | 1.82% | 0.54% | 2.13% | 0.48% | 1.59% | 1.72% | 1.64% | 1.30% | 20.05% |
| 2016 | -4.15% | -0.70% | 6.16% | 0.73% | 0.66% | -0.04% | 3.55% | 0.25% | 0.59% | -1.63% | 0.49% | 1.67% | 7.49% |
| 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% | -1.07% |
| 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% | 6.01% |
| 2013 | 4.20% | 0.21% | 2.50% | 2.19% | 0.10% | -1.45% | 4.20% | -2.57% | 4.32% | 3.55% | 1.52% | 1.91% | 22.42% |
Expense Ratio
AOA has an expense ratio of 0.25%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AOA is 74, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Core Aggressive Allocation ETF (AOA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares Core Aggressive Allocation ETF provided a 2.11% dividend yield over the last twelve months, with an annual payout of $1.65 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.65 | $1.54 | $1.26 | $1.22 | $1.10 | $1.45 | $1.15 | $2.74 | $0.95 | $0.96 | $1.01 | $0.82 |
Dividend yield | 2.11% | 2.22% | 2.10% | 1.67% | 1.71% | 2.50% | 2.37% | 5.09% | 2.02% | 2.15% | 2.18% | 1.84% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Core Aggressive Allocation ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.27 | $0.00 | $1.02 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.23 | $0.00 | $0.63 | $1.54 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.20 | $0.00 | $0.38 | $1.26 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.15 | $0.00 | $0.57 | $1.22 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.16 | $0.00 | $0.42 | $1.10 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.18 | $0.00 | $0.54 | $1.45 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.17 | $0.00 | $0.35 | $1.15 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.16 | $0.00 | $2.06 | $2.74 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.14 | $0.00 | $0.36 | $0.95 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.13 | $0.00 | $0.29 | $0.96 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.15 | $0.00 | $0.31 | $1.01 |
| 2013 | $0.13 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.14 | $0.00 | $0.23 | $0.82 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Core Aggressive Allocation ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Core Aggressive Allocation ETF was 28.38%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The current iShares Core Aggressive Allocation ETF drawdown is 1.39%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.38% | Feb 13, 2020 | 27 | Mar 23, 2020 | 107 | Aug 24, 2020 | 134 |
| -24.37% | Nov 12, 2008 | 78 | Mar 9, 2009 | 41 | May 6, 2009 | 119 |
| -23.62% | Jan 5, 2022 | 196 | Oct 14, 2022 | 329 | Feb 7, 2024 | 525 |
| -20.15% | May 2, 2011 | 108 | Oct 3, 2011 | 111 | Mar 13, 2012 | 219 |
| -16.11% | Jan 29, 2018 | 229 | Dec 24, 2018 | 130 | Jul 2, 2019 | 359 |
Volatility
Volatility Chart
The current iShares Core Aggressive Allocation ETF volatility is 2.58%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.