iShares Core Conservative Allocation ETF (AOK)

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The chart shows the growth of an initial investment of $10,000 in iShares Core Conservative 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.

iShares Core Conservative Allocation ETF had a return of 1.83% year-to-date (YTD) and 8.17% in the last 12 months. Over the past 10 years, iShares Core Conservative Allocation ETF had an annualized return of 3.91%, while the S&P 500 had an annualized return of 10.21%, indicating that iShares Core Conservative Allocation ETF did not perform as well as the benchmark.

The table below presents the monthly returns of AOK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

With an overall rank of 87, AOK is among the top 13% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

The charts below present risk-adjusted performance metrics for iShares Core Conservative Allocation ETF (AOK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The current iShares Core Conservative Allocation ETF Sharpe ratio is 1.31. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of iShares Core Conservative Allocation ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

iShares Core Conservative Allocation ETF provided a 3.30% dividend yield over the last twelve months, with an annual payout of $1.25 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for iShares Core Conservative Allocation ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the iShares Core Conservative 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 Conservative Allocation ETF was 18.93%, occurring on Oct 14, 2022. Recovery took 438 trading sessions.

The current iShares Core Conservative Allocation ETF drawdown is 0.65%.

The current iShares Core Conservative Allocation ETF volatility is 4.31%, 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.