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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.
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Returns By Period
iShares Core Aggressive Allocation ETF (AOA) has returned -0.32% so far this year and 28.16% over the past 12 months. Over the last ten years, AOA has returned 9.79% per year, falling short of the S&P 500 Index benchmark, which averaged 12.44% annually.
iShares Core Aggressive Allocation ETF
- 1D
- 0.42%
- 1M
- -0.99%
- YTD
- -0.32%
- 6M
- 1.50%
- 1Y
- 28.16%
- 3Y*
- 14.52%
- 5Y*
- 7.86%
- 10Y*
- 9.79%
Benchmark (S&P 500 Index)
- 1D
- 0.44%
- 1M
- -1.90%
- YTD
- -3.41%
- 6M
- -1.91%
- 1Y
- 30.31%
- 3Y*
- 17.22%
- 5Y*
- 10.14%
- 10Y*
- 12.44%
Monthly Returns
Based on dividend-adjusted daily data since Nov 11, 2008, AOA's average daily return is +0.04%, while the average monthly return is +0.87%. At this rate, your investment would double in approximately 6.7 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% | 0.89% | -0.32% | ||||||||
| 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 Aggressive Allocation ETF has an annualized alpha of 0.88%, beta of 0.75, and R² of 0.83 versus S&P 500 Index. Calculated based on daily prices since November 12, 2008.
- This ETF participated in 88.90% of S&P 500 Index downside but only 82.61% of its upside — more exposed to losses than it benefited from rallies.
- Alpha
- 0.88%
- Beta
- 0.75
- R²
- 0.83
- Upside Capture
- 82.61%
- Downside Capture
- 88.90%
Expense Ratio
AOA has an expense ratio of 0.25%, which is considered low.
Return for Risk
Risk / Return Rank
AOA ranks 76 for risk / return — better than 76% 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 Aggressive Allocation ETF (AOA) and compare them to a chosen benchmark (S&P 500 Index).
| AOA | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.24 | 1.84 | +0.40 |
Sortino ratioReturn per unit of downside risk | 3.48 | 2.97 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.40 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.26 | 1.82 | +0.43 |
Martin ratioReturn relative to average drawdown | 9.61 | 7.76 | +1.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore AOA risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
iShares Core Aggressive Allocation ETF provided a 2.26% dividend yield over the last twelve months, with an annual payout of $2.01 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 | $2.01 | $1.95 | $1.76 | $1.53 | $1.26 | $1.22 | $1.10 | $1.45 | $1.15 | $2.74 | $1.07 | $0.96 |
Dividend yield | 2.26% | 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 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 | $0.28 | ||||||||
| 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 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 4.91%.
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 | 79 | Mar 9, 2009 | 41 | May 6, 2009 | 120 |
| -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 chart below shows the rolling one-month volatility.
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