iShares Core Moderate Allocation ETF (AOM)
AOM is a passive ETF by iShares tracking the investment results of the S&P Target Risk Moderate. AOM launched on Nov 4, 2008 and has a 0.25% expense ratio.
ETF Info
| ISIN | US4642898757 |
|---|---|
| CUSIP | 464289875 |
| Issuer | iShares |
| Inception Date | Nov 4, 2008 |
| Region | Developed Markets (Broad) |
| Category | Diversified Portfolio |
| Expense Ratio | 0.25% |
| Index Tracked | S&P Target Risk Moderate |
| Asset Class | Multi-Asset |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Trading Data
| Previous Close | $38.91 |
|---|---|
| Year Range | $36.07 - $44.94 |
| EMA (50) | $37.80 |
| EMA (200) | $39.79 |
| Average Volume | $306.05K |
AOMShare Price Chart
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AOMPerformance
The chart shows the growth of $10,000 invested in iShares Core Moderate Allocation ETF in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $18,136 for a total return of roughly 81.36%. All prices are adjusted for splits and dividends.
AOMCompare to other instruments
Popular comparisons: AOM vs. AOK, AOM vs. AOA, AOM vs. VOO
AOMReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| 1M | 5.21% | 4.33% |
| 6M | -2.89% | -0.78% |
| YTD | -13.02% | -15.53% |
| 1Y | -12.51% | -14.36% |
| 5Y | 2.74% | 9.13% |
| 10Y | 4.48% | 11.10% |
AOMMonthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -2.95% | -1.88% | -0.76% | -5.38% | 0.54% | -4.39% | 4.22% | -3.37% | -6.08% | 2.08% | 4.81% | |
| 2021 | -0.42% | 0.16% | 1.07% | 2.17% | 0.72% | 0.78% | 1.06% | 0.88% | -2.19% | 1.91% | -0.77% | 1.41% |
| 2020 | 0.20% | -2.44% | -6.35% | 4.60% | 2.69% | 1.55% | 3.02% | 2.06% | -1.44% | -1.14% | 5.17% | 2.25% |
| 2019 | 3.73% | 1.16% | 1.66% | 1.52% | -1.56% | 3.17% | 0.41% | 0.54% | 0.61% | 0.93% | 1.01% | 1.48% |
| 2018 | 1.76% | -2.32% | -0.11% | -0.35% | 0.53% | -0.37% | 1.42% | 0.50% | -0.18% | -3.62% | 1.13% | -2.20% |
| 2017 | 0.97% | 1.77% | 0.41% | 1.18% | 1.50% | 0.22% | 1.36% | 0.59% | 0.61% | 0.93% | 0.86% | 0.67% |
| 2016 | -1.59% | 0.12% | 3.73% | 0.74% | 0.40% | 0.71% | 2.45% | 0.11% | 0.36% | -1.62% | -0.82% | 1.09% |
| 2015 | -0.03% | 1.59% | -0.22% | 0.89% | -0.08% | -1.54% | 0.78% | -2.92% | -1.17% | 3.00% | -0.26% | -1.22% |
| 2014 | -1.28% | 2.42% | 0.37% | 0.52% | 1.38% | 1.02% | -1.32% | 1.92% | -2.05% | 1.41% | 0.77% | -0.49% |
| 2013 | 1.73% | 0.28% | 1.42% | 1.58% | -0.84% | -1.73% | 2.67% | -1.61% | 2.65% | 2.28% | 0.77% | 0.72% |
| 2012 | 2.31% | 1.83% | 0.44% | 0.06% | -2.88% | 1.64% | 1.20% | 1.08% | 1.24% | -0.44% | 0.86% | 0.87% |
| 2011 | 0.79% | 1.23% | 0.30% | 2.15% | -0.45% | -0.60% | -0.04% | -2.12% | -2.85% | 4.01% | -0.40% | 0.45% |
| 2010 | -2.25% | 0.86% | 2.49% | 0.80% | -3.29% | -1.10% | 3.64% | -1.47% | 4.01% | 1.72% | -0.92% | 2.65% |
AOMDividend History
iShares Core Moderate Allocation ETF granted a 2.17% dividend yield in the last twelve months. The annual payout for that period amounted to $0.85 per share.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.85 | $0.71 | $0.87 | $1.07 | $0.90 | $1.26 | $0.76 | $0.67 | $0.73 | $0.64 | $0.67 | $0.70 | $0.51 |
Dividend yield | 2.17% | 1.58% | 2.08% | 2.80% | 2.74% | 3.67% | 2.46% | 2.32% | 2.49% | 2.28% | 2.62% | 2.96% | 2.23% |
AOMDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
AOMWorst Drawdowns
The table below shows the maximum drawdowns of the iShares Core Moderate 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 Moderate Allocation ETF is 19.96%, recorded on Oct 14, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.96% | Nov 9, 2021 | 235 | Oct 14, 2022 | — | — | — |
| -16.9% | Feb 18, 2020 | 23 | Mar 19, 2020 | 81 | Jul 15, 2020 | 104 |
| -8.06% | Jan 29, 2018 | 229 | Dec 24, 2018 | 65 | Mar 29, 2019 | 294 |
| -7.85% | Apr 28, 2015 | 185 | Jan 20, 2016 | 97 | Jun 8, 2016 | 282 |
| -7.34% | Jul 25, 2011 | 51 | Oct 4, 2011 | 79 | Jan 27, 2012 | 130 |
| -5.81% | Apr 16, 2010 | 36 | Jun 7, 2010 | 73 | Sep 20, 2010 | 109 |
| -5.27% | May 22, 2013 | 23 | Jun 24, 2013 | 60 | Sep 18, 2013 | 83 |
| -4.29% | Jan 15, 2010 | 16 | Feb 8, 2010 | 25 | Mar 16, 2010 | 41 |
| -4.27% | Apr 3, 2012 | 42 | Jun 1, 2012 | 45 | Aug 6, 2012 | 87 |
| -3.87% | Sep 8, 2014 | 26 | Oct 13, 2014 | 30 | Nov 24, 2014 | 56 |
AOMVolatility Chart
Current iShares Core Moderate Allocation ETF volatility is 8.53%. 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.