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 |
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
The iShares Core Aggressive Allocation ETF has a high expense ratio of 0.25%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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.
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.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 6.44% | 10.04% |
1 month | 3.14% | 3.53% |
6 months | 17.71% | 22.79% |
1 year | 21.52% | 32.16% |
5 years (annualized) | 8.86% | 13.15% |
10 years (annualized) | 7.64% | 10.96% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.10% | 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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
iShares Core Aggressive Allocation ETF | 2.24 | ||||
S&P 500 | 2.76 |
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.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
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, 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 2.17%, 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.