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iShares Core Aggressive Allocation ETF

AOA
ETF · Currency in USD
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

AOAPrice Chart


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AOAPerformance

The chart shows the growth of $10,000 invested in iShares Core Aggressive Allocation ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $31,067 for a total return of roughly 210.67%. All prices are adjusted for splits and dividends.


AOA (iShares Core Aggressive Allocation ETF)
Benchmark (S&P 500)

AOAReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M2.45%
6M5.73%
YTD13.41%
1Y24.29%
5Y11.98%
10Y10.64%

AOAMonthly Returns Heatmap


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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 2.23. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


AOA (iShares Core Aggressive Allocation ETF)
Benchmark (S&P 500)

AOADividends

iShares Core Aggressive Allocation ETF granted a 1.49% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $1.07 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.07$1.10$1.45$1.15$2.74$0.91$0.96$1.01$0.82$0.81$0.73$0.56

Dividend yield

1.49%1.71%2.50%2.37%5.09%1.92%2.15%2.18%1.84%2.18%2.21%1.63%

AOADrawdowns Chart

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


AOA (iShares Core Aggressive Allocation ETF)
Benchmark (S&P 500)

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
-20.14%May 2, 2011108Oct 3, 2011111Mar 13, 2012219
-16.11%Jan 29, 2018229Dec 24, 2018130Jul 2, 2019359
-15.03%May 22, 2015183Feb 11, 2016143Sep 6, 2016326
-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, 201426Oct 13, 201430Nov 24, 201456
-6.58%May 22, 201323Jun 24, 201319Jul 22, 201342
-6.25%Sep 3, 202015Sep 24, 202032Nov 9, 202047

AOAVolatility Chart

Current iShares Core Aggressive Allocation ETF volatility is 6.05%. 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.


AOA (iShares Core Aggressive Allocation ETF)
Benchmark (S&P 500)

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