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iShares Core Moderate Allocation ETF (AOM)

ETF · Currency in USD · Last updated Mar 18, 2023

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.

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in iShares Core Moderate Allocation ETF in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $22,368 for a total return of roughly 123.68%. All prices are adjusted for splits and dividends.


0.00%5.00%10.00%NovemberDecember2023FebruaryMarch
6.33%
6.47%
AOM (iShares Core Moderate Allocation ETF)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with AOM

Popular comparisons: AOM vs. AOK, AOM vs. AOA, AOM vs. ABALX, AOM vs. VOO, AOM vs. BALCX, AOM vs. SPY, AOM vs. AOR

Return

iShares Core Moderate Allocation ETF had a return of 2.53% year-to-date (YTD) and -6.45% in the last 12 months. Over the past 10 years, iShares Core Moderate Allocation ETF had an annualized return of 4.09%, while the S&P 500 had an annualized return of 9.71%, indicating that iShares Core Moderate Allocation ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month-1.69%-5.31%
Year-To-Date2.53%2.01%
6 months2.52%0.39%
1 year-6.45%-10.12%
5 years (annualized)2.75%7.32%
10 years (annualized)4.09%9.71%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20235.08%-2.78%
2022-6.08%2.08%5.51%-2.40%

Sharpe Ratio Chart

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 Moderate Allocation ETF Sharpe ratio is -0.56. 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.


-2.00-1.50-1.00-0.50NovemberDecember2023FebruaryMarch
-0.56
-0.43
AOM (iShares Core Moderate Allocation ETF)
Benchmark (^GSPC)

Dividend History

iShares Core Moderate Allocation ETF granted a 2.21% dividend yield in the last twelve months. The annual payout for that period amounted to $0.86 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$0.86$0.86$0.71$0.87$1.07$0.90$1.26$0.76$0.67$0.73$0.64$0.67

Dividend yield

2.21%2.27%1.60%2.10%2.82%2.76%3.70%2.48%2.34%2.51%2.29%2.64%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
2022$0.00$0.00$0.00$0.13$0.00$0.00$0.26$0.00$0.00$0.17$0.00$0.30
2021$0.00$0.00$0.00$0.11$0.00$0.00$0.19$0.00$0.00$0.12$0.00$0.29
2020$0.00$0.00$0.00$0.19$0.00$0.00$0.26$0.00$0.00$0.16$0.00$0.27
2019$0.00$0.00$0.00$0.21$0.00$0.00$0.34$0.00$0.00$0.20$0.00$0.31
2018$0.00$0.00$0.00$0.17$0.00$0.00$0.29$0.00$0.00$0.20$0.00$0.25
2017$0.00$0.00$0.00$0.14$0.00$0.00$0.25$0.00$0.00$0.16$0.00$0.71
2016$0.00$0.00$0.00$0.15$0.00$0.00$0.24$0.00$0.00$0.14$0.00$0.23
2015$0.00$0.00$0.00$0.13$0.00$0.00$0.24$0.00$0.00$0.13$0.00$0.17
2014$0.00$0.00$0.00$0.12$0.00$0.00$0.27$0.00$0.00$0.13$0.00$0.21
2013$0.00$0.00$0.00$0.12$0.00$0.00$0.23$0.00$0.00$0.13$0.00$0.17
2012$0.07$0.00$0.00$0.23$0.00$0.00$0.12$0.00$0.00$0.25

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%NovemberDecember2023FebruaryMarch
-12.84%
-18.34%
AOM (iShares Core Moderate Allocation ETF)
Benchmark (^GSPC)

Worst 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, 2021235Oct 14, 2022
-16.9%Feb 18, 202023Mar 19, 202081Jul 15, 2020104
-15.69%Jan 6, 200943Mar 9, 200995Jul 23, 2009138
-10.27%Nov 25, 20082Nov 26, 20087Dec 8, 20089
-8.42%Nov 20, 20082Nov 21, 20081Nov 24, 20083
-8.06%Jan 29, 2018229Dec 24, 201865Mar 29, 2019294
-7.85%Apr 28, 2015185Jan 20, 201697Jun 8, 2016282
-7.34%Jul 25, 201151Oct 4, 201179Jan 27, 2012130
-5.81%Apr 16, 201036Jun 7, 201073Sep 20, 2010109
-5.27%May 22, 201323Jun 24, 201360Sep 18, 201383

Volatility Chart

Current iShares Core Moderate Allocation ETF volatility is 6.92%. 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.


0.00%10.00%20.00%30.00%40.00%NovemberDecember2023FebruaryMarch
6.92%
21.17%
AOM (iShares Core Moderate Allocation ETF)
Benchmark (^GSPC)