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iShares Core Aggressive Allocation ETF (AOA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

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

Asset Class Size

Multi-Cap

Asset Class Style

Blend

Expense Ratio

The iShares Core Aggressive Allocation ETF has a high expense ratio of 0.25%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.25%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds to compare with AOA

iShares Core Aggressive Allocation ETF

Popular comparisons: AOA vs. AOR, AOA vs. VASGX, AOA vs. AOM, AOA vs. VOO, AOA vs. AOK, AOA vs. SPY, AOA vs. VSMGX, AOA vs. VLU, AOA vs. SCHD, AOA vs. ITOT

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.


250.00%300.00%350.00%400.00%450.00%500.00%OctoberNovemberDecember2024FebruaryMarch
316.94%
483.85%
AOA (iShares Core Aggressive Allocation ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

iShares Core Aggressive Allocation ETF had a return of 6.44% year-to-date (YTD) and 21.52% in the last 12 months. Over the past 10 years, iShares Core Aggressive Allocation ETF had an annualized return of 7.64%, while the S&P 500 had an annualized return of 10.96%, indicating that iShares Core Aggressive Allocation ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date6.44%10.04%
1 month3.14%3.53%
6 months17.71%22.79%
1 year21.52%32.16%
5 years (annualized)8.86%13.15%
10 years (annualized)7.64%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.10%3.31%
2023-2.35%-3.99%-2.53%7.85%4.78%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for iShares Core Aggressive Allocation ETF (AOA) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AOA
iShares Core Aggressive Allocation ETF
2.24
^GSPC
S&P 500
2.76

Sharpe Ratio

The current iShares Core Aggressive Allocation ETF Sharpe ratio is 2.24. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
2.24
2.76
AOA (iShares Core Aggressive Allocation ETF)
Benchmark (^GSPC)

Dividends

Dividend History

iShares Core Aggressive Allocation ETF granted a 2.09% dividend yield in the last twelve months. The annual payout for that period amounted to $1.53 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.53$1.53$1.26$1.22$1.10$1.45$1.15$2.74$1.07$0.96$1.01$0.82

Dividend yield

2.09%2.22%2.10%1.67%1.71%2.50%2.37%5.09%2.26%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
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
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
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
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
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
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
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
2016$0.00$0.00$0.00$0.16$0.00$0.00$0.40$0.00$0.00$0.14$0.00$0.36
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
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
2013$0.13$0.00$0.00$0.33$0.00$0.00$0.14$0.00$0.23

Drawdowns

Drawdowns Chart

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


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch00
AOA (iShares Core Aggressive Allocation ETF)
Benchmark (^GSPC)

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.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-28.38%Feb 13, 202027Mar 23, 2020107Aug 24, 2020134
-24.37%Nov 12, 200878Mar 9, 200941May 6, 2009119
-23.62%Jan 5, 2022196Oct 14, 2022329Feb 7, 2024525
-20.15%May 2, 2011108Oct 3, 2011111Mar 13, 2012219
-16.11%Jan 29, 2018229Dec 24, 2018130Jul 2, 2019359

Volatility

Volatility Chart

The current iShares Core Aggressive Allocation ETF volatility is 2.17%, 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.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%OctoberNovemberDecember2024FebruaryMarch
2.17%
2.82%
AOA (iShares Core Aggressive Allocation ETF)
Benchmark (^GSPC)