- ISIN
- US4642898591
- CUSIP
- 464289859
- Issuer
- iShares
- Inception Date
- Nov 4, 2008
- Region
- Global (Broad)
- Category
- Diversified Portfolio
- Leveraged
- 1x (No leverage)
- Index Tracked
- S&P Target Risk Aggressive Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Assets Under Management
- $3B
Share Price Chart
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Performance
AOA Performance Chart
iShares Core 80/20 Aggressive Allocation ETF (AOA) is up 10.0% since the beginning of the year. AOA is currently trading at $98 per share. Investors who bought $1,000 worth of AOA shares 5 years ago would now be looking at an investment worth $1,536.
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Returns By Period
iShares Core 80/20 Aggressive Allocation ETF (AOA) has returned 10.03% so far this year and 19.51% over the past 12 months. Over the last ten years, AOA has returned 10.38% per year, falling short of the S&P 500 Index benchmark, which averaged 13.41% annually.
iShares Core 80/20 Aggressive Allocation ETF
- 1D
- 0.33%
- 1M
- 3.31%
- 6M
- 7.80%
- YTD
- 10.03%
- 1Y
- 19.51%
- 3Y*
- 16.74%
- 5Y*
- 8.96%
- 10Y*
- 10.38%
Benchmark (S&P 500 Index)
- 1D
- 0.42%
- 1M
- 4.24%
- 6M
- 8.74%
- YTD
- 10.66%
- 1Y
- 20.62%
- 3Y*
- 19.50%
- 5Y*
- 11.63%
- 10Y*
- 13.41%
AOA Monthly Returns History
Based on dividend-adjusted daily data since Nov 11, 2008, AOA's average daily return is +0.04%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.
Historically, 67% of months were positive and 33% were negative. The best month was Oct 2011 with a return of +10.2%, while the worst month was Mar 2020 at -11.9%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, AOA closed higher 54% of trading days. The best single day was Nov 24, 2008 with a return of +10.6%, while the worst single day was Mar 12, 2020 at -9.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.58% | 1.64% | -5.24% | 7.31% | 3.66% | -0.53% | 0.65% | 10.03% | |||||
| 2025 | 2.41% | 0.11% | -2.61% | 0.50% | 4.58% | 4.03% | 0.86% | 2.44% | 3.05% | 1.72% | 0.39% | 0.74% | 19.59% |
| 2024 | 0.10% | 3.31% | 2.87% | -3.25% | 3.98% | 1.48% | 2.04% | 2.13% | 2.00% | -2.32% | 3.29% | -2.52% | 13.55% |
| 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% |
Benchmark Metrics
iShares Core 80/20 Aggressive Allocation ETF has an annualized alpha of 0.94%, beta of 0.75, and R2 of 0.83 versus S&P 500 Index. Calculated based on daily prices since November 11, 2008.
- This ETF participated in 88.15% of S&P 500 Index downside but only 82.06% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- 0.94%
- Beta
- 0.75
- R²
- 0.83
- Upside Capture
- 82.06%
- Downside Capture
- 88.15%
Expense Ratio
AOA has an expense ratio of 0.15%, which is considered low.
Return for Risk
Risk / Return Rank
AOA ranks 66 for risk / return — better than 66% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares Core 80/20 Aggressive Allocation ETF (AOA) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AOA | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.30 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.39 | 2.28 | +0.11 |
| Martin ratioReturn relative to average drawdown | 10.26 | 9.88 | +0.37 |
Dividends
Dividend History
iShares Core 80/20 Aggressive Allocation ETF provided a 2.11% dividend yield over the last twelve months, with an annual payout of $2.06 per share. The fund has been increasing its distributions for 5 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.06 | $1.95 | $1.76 | $1.53 | $1.26 | $1.22 | $1.10 | $1.45 | $1.15 | $2.74 | $1.07 | $0.96 |
Dividend yield | 2.11% | 2.18% | 2.30% | 2.22% | 2.10% | 1.67% | 1.71% | 2.50% | 2.37% | 5.09% | 2.26% | 2.15% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Core 80/20 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.68 | $0.95 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $0.25 | $0.00 | $0.86 | $1.95 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.27 | $0.00 | $0.74 | $1.76 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.22 | $0.00 | $0.63 | $1.53 |
| 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 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Core 80/20 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 80/20 Aggressive Allocation ETF was 28.38%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The current iShares Core 80/20 Aggressive Allocation ETF drawdown is 0.41%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -28.38%Mar 2020 | 1mo 9d | 5mo 4d | 6mo 13dFeb 2020 - Aug 2020 |
Financial crisis2007–2009 | -24.37%Mar 2009 | 3mo 27d | 1mo 28d | 5mo 25dNov 2008 - May 2009 |
Bear market2022 | -23.62%Oct 2022 | 9mo 12d | 1y 3mo | 2y 1moJan 2022 - Feb 2024 |
2011 bear market2011 | -20.15%Oct 2011 | 5mo 4d | 5mo 12d | 10mo 16dMay 2011 - Mar 2012 |
Rate-hike selloffLate 2018 | -16.11%Dec 2018 | 10mo 29d | 6mo 10d | 1y 5moJan 2018 - Jul 2019 |
Drawdown Indicators
| AOA | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.38% | -56.78% | +28.40% |
Max Drawdown (1Y)Largest decline over 1 year | -8.20% | -9.10% | +0.90% |
Max Drawdown (3Y)Largest decline over 3 years | -12.94% | -18.90% | +5.96% |
Max Drawdown (5Y)Largest decline over 5 years | -23.62% | -25.43% | +1.81% |
Max Drawdown (10Y)Largest decline over 10 years | -28.38% | -33.92% | +5.54% |
Current DrawdownCurrent decline from peak | -0.41% | -0.45% | +0.04% |
Average DrawdownAverage peak-to-trough decline | -4.04% | -10.71% | +6.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.91% | 2.09% | -0.18% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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