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iShares Core Moderate Allocation ETF (AOM)

ETF · Currency in USD · Last updated Nov 26, 2022

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

ISINUS4642898757
CUSIP464289875
IssueriShares
Inception DateNov 4, 2008
RegionDeveloped Markets (Broad)
CategoryDiversified Portfolio
Expense Ratio0.25%
Index TrackedS&P Target Risk Moderate
Asset ClassMulti-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.


-10.00%-5.00%0.00%5.00%JuneJulyAugustSeptemberOctoberNovember
-3.25%
-2.57%
AOM (iShares Core Moderate Allocation ETF)
Benchmark (^GSPC)

AOMCompare to other instruments

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

Popular comparisons: AOM vs. AOK, AOM vs. AOA, AOM vs. VOO

AOMReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M5.21%4.33%
6M-2.89%-0.78%
YTD-13.02%-15.53%
1Y-12.51%-14.36%
5Y2.74%9.13%
10Y4.48%11.10%

AOMMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
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%
20200.20%-2.44%-6.35%4.60%2.69%1.55%3.02%2.06%-1.44%-1.14%5.17%2.25%
20193.73%1.16%1.66%1.52%-1.56%3.17%0.41%0.54%0.61%0.93%1.01%1.48%
20181.76%-2.32%-0.11%-0.35%0.53%-0.37%1.42%0.50%-0.18%-3.62%1.13%-2.20%
20170.97%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%
20131.73%0.28%1.42%1.58%-0.84%-1.73%2.67%-1.61%2.65%2.28%0.77%0.72%
20122.31%1.83%0.44%0.06%-2.88%1.64%1.20%1.08%1.24%-0.44%0.86%0.87%
20110.79%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%

AOMSharpe 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 -1.12. 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.


-2.00-1.50-1.00-0.500.00JuneJulyAugustSeptemberOctoberNovember
-1.12
-0.60
AOM (iShares Core Moderate Allocation ETF)
Benchmark (^GSPC)

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.


PeriodTTM202120202019201820172016201520142013201220112010
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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2022FebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovember
-13.48%
-16.06%
AOM (iShares Core Moderate Allocation ETF)
Benchmark (^GSPC)

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, 2021235Oct 14, 2022
-16.9%Feb 18, 202023Mar 19, 202081Jul 15, 2020104
-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
-4.29%Jan 15, 201016Feb 8, 201025Mar 16, 201041
-4.27%Apr 3, 201242Jun 1, 201245Aug 6, 201287
-3.87%Sep 8, 201426Oct 13, 201430Nov 24, 201456

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.


5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%JuneJulyAugustSeptemberOctoberNovember
8.53%
12.31%
AOM (iShares Core Moderate Allocation ETF)
Benchmark (^GSPC)