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
| ISIN | US4642898591 |
|---|---|
| CUSIP | 464289859 |
| Issuer | iShares |
| Inception Date | Nov 4, 2008 |
| Region | Developed Markets (Broad) |
| Category | Diversified Portfolio |
| Expense Ratio | 0.25% |
| Index Tracked | S&P Target Risk Aggressive Index |
| ETF Home Page | www.ishares.com |
| Asset Class | Multi-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
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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.
AOAReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| 1M | 6.19% | 7.97% |
| 6M | -8.03% | -6.88% |
| YTD | -11.42% | -11.66% |
| 1Y | -8.62% | -5.01% |
| 5Y | 7.10% | 11.56% |
| 10Y | 8.52% | 11.62% |
AOAMonthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| 2013 | 4.20% | 0.21% | 2.50% | 2.19% | 0.10% | -1.46% | 4.20% | -2.57% | 4.32% | 3.55% | 1.52% | 1.91% |
| 2012 | 4.90% | 3.73% | 1.65% | -0.70% | -6.08% | 3.58% | 0.98% | 2.24% | 2.06% | -0.68% | 1.07% | 1.79% |
| 2011 | 0.99% | 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% |
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.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
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, 2020 | 27 | Mar 23, 2020 | 107 | Aug 24, 2020 | 134 |
| -20.15% | May 2, 2011 | 108 | Oct 3, 2011 | 111 | Mar 13, 2012 | 219 |
| -19.57% | Jan 5, 2022 | 113 | Jun 16, 2022 | — | — | — |
| -16.11% | Jan 29, 2018 | 229 | Dec 24, 2018 | 130 | Jul 2, 2019 | 359 |
| -15.03% | May 22, 2015 | 183 | Feb 11, 2016 | 126 | Aug 11, 2016 | 309 |
| -13.97% | Apr 16, 2010 | 53 | Jun 30, 2010 | 73 | Oct 13, 2010 | 126 |
| -9.16% | Apr 3, 2012 | 43 | Jun 4, 2012 | 66 | Sep 6, 2012 | 109 |
| -8.35% | Jan 15, 2010 | 16 | Feb 8, 2010 | 20 | Mar 9, 2010 | 36 |
| -7.36% | Sep 8, 2014 | 29 | Oct 16, 2014 | 27 | Nov 24, 2014 | 56 |
| -6.58% | May 22, 2013 | 23 | Jun 24, 2013 | 19 | Jul 22, 2013 | 42 |
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.