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.
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.
Compare to other instruments
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.
Period | Return | Benchmark |
---|---|---|
1 month | -1.69% | -5.31% |
Year-To-Date | 2.53% | 2.01% |
6 months | 2.52% | 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
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 5.08% | -2.78% | ||||||||||
2022 | -6.08% | 2.08% | 5.51% | -2.40% |
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.
Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
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, 2021 | 235 | Oct 14, 2022 | — | — | — |
-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 |
-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 |
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.