iShares Core Conservative Allocation ETF (AOK)

The chart shows the growth of $10,000 invested in iShares Core Conservative Allocation ETF in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $18,879 for a total return of roughly 88.79%. All prices are adjusted for splits and dividends.

iShares Core Conservative Allocation ETF had a return of 2.51% year-to-date (YTD) and -6.08% in the last 12 months. Over the past 10 years, iShares Core Conservative Allocation ETF had an annualized return of 3.29%, while the S&P 500 had an annualized return of 9.71%, indicating that iShares Core Conservative Allocation ETF did not perform as well as the benchmark.

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares Core Conservative Allocation ETF Sharpe ratio is -0.61. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.

iShares Core Conservative Allocation ETF granted a 2.50% dividend yield in the last twelve months. The annual payout for that period amounted to $0.86 per share.

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.

The table below shows the maximum drawdowns of the iShares Core Conservative Allocation ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares Core Conservative Allocation ETF is 18.94%, recorded on Oct 14, 2022. The portfolio has not recovered from it yet.

Current iShares Core Conservative Allocation ETF volatility is 5.24%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.