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
US4642898757
464289875
Nov 4, 2008
Developed Markets (Broad)
1x
S&P Target Risk Moderate
Multi-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Core Moderate 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 Moderate Allocation ETF had a return of 8.37% year-to-date (YTD) and 13.59% in the last 12 months. Over the past 10 years, iShares Core Moderate Allocation ETF had an annualized return of 4.66%, while the S&P 500 had an annualized return of 11.16%, indicating that iShares Core Moderate Allocation ETF did not perform as well as the benchmark.
AOM
8.37%
-0.41%
5.41%
13.59%
4.49%
4.66%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of AOM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.05% | 1.08% | 1.91% | -2.70% | 2.68% | 1.15% | 2.15% | 1.79% | 1.67% | -2.25% | 8.37% | ||
| 2023 | 5.08% | -2.78% | 2.65% | 0.91% | -1.20% | 2.17% | 1.62% | -1.37% | -3.16% | -1.84% | 6.03% | 4.15% | 12.38% |
| 2022 | -2.95% | -1.88% | -0.76% | -5.38% | 0.54% | -4.39% | 4.22% | -3.37% | -6.08% | 2.08% | 5.51% | -2.40% | -14.54% |
| 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% | 6.93% |
| 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% | 10.02% |
| 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% | 15.58% |
| 2018 | 1.76% | -2.32% | -0.11% | -0.36% | 0.53% | -0.37% | 1.42% | 0.50% | -0.18% | -3.62% | 1.13% | -2.20% | -3.88% |
| 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% | 11.63% |
| 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% | 5.71% |
| 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% | -1.29% |
| 2014 | -1.28% | 2.42% | 0.37% | 0.52% | 1.38% | 1.02% | -1.32% | 1.92% | -2.05% | 1.42% | 0.77% | -0.49% | 4.66% |
| 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% | 10.24% |
Expense Ratio
AOM has an expense ratio of 0.25%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AOM is 69, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Core Moderate Allocation ETF (AOM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares Core Moderate Allocation ETF provided a 2.87% dividend yield over the last twelve months, with an annual payout of $1.27 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.27 | $1.16 | $0.86 | $0.71 | $0.87 | $1.07 | $0.90 | $1.26 | $0.76 | $0.67 | $0.73 | $0.64 |
Dividend yield | 2.87% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% | 2.08% | 1.87% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.26 | $0.00 | $0.82 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.22 | $0.00 | $0.45 | $1.16 |
| 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 | $0.86 |
| 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 | $0.71 |
| 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 | $0.87 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.20 | $0.00 | $0.31 | $1.07 |
| 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 | $0.90 |
| 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 | $1.26 |
| 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 | $0.76 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.13 | $0.00 | $0.17 | $0.67 |
| 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 | $0.73 |
| 2013 | $0.12 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.13 | $0.00 | $0.17 | $0.64 |
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Core Moderate 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 Moderate Allocation ETF was 19.96%, occurring on Oct 14, 2022. Recovery took 420 trading sessions.
The current iShares Core Moderate Allocation ETF drawdown is 1.65%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.96% | Nov 9, 2021 | 235 | Oct 14, 2022 | 420 | Jun 18, 2024 | 655 |
| -16.9% | Feb 18, 2020 | 23 | Mar 19, 2020 | 81 | Jul 15, 2020 | 104 |
| -15.69% | Jan 6, 2009 | 43 | Mar 9, 2009 | 95 | Jul 23, 2009 | 138 |
| -10.27% | Nov 25, 2008 | 2 | Nov 26, 2008 | 7 | Dec 8, 2008 | 9 |
| -8.42% | Nov 20, 2008 | 2 | Nov 21, 2008 | 1 | Nov 24, 2008 | 3 |
Volatility
Volatility Chart
The current iShares Core Moderate Allocation ETF volatility is 1.70%, 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.