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 |
| Leveraged | 1x |
| Index Tracked | S&P Target Risk Aggressive Index |
| Home Page | www.ishares.com |
| Asset Class | Multi-Asset |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
AOA has an expense ratio of 0.25%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: AOA vs. AOR, AOA vs. VASGX, AOA vs. VOO, AOA vs. AOM, AOA vs. SPY, AOA vs. AOK, 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.
Returns By Period
iShares Core Aggressive Allocation ETF had a return of 15.94% year-to-date (YTD) and 25.82% in the last 12 months. Over the past 10 years, iShares Core Aggressive Allocation ETF had an annualized return of 8.02%, while the S&P 500 had an annualized return of 11.43%, indicating that iShares Core Aggressive Allocation ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 15.94% | 25.82% |
| 1 month | 0.43% | 3.20% |
| 6 months | 8.94% | 14.94% |
| 1 year | 25.82% | 35.92% |
| 5 years (annualized) | 9.19% | 14.22% |
| 10 years (annualized) | 8.02% | 11.43% |
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% | 15.94% | ||
| 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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of AOA is 79, placing it in the top 21% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined 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 2.08% 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 | 2.08% | 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 0.33%.
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 2.65%, 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.