iShares Core Moderate Allocation ETF (AOM)

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iShares Core Moderate Allocation ETF (AOM) is up 5.5% since the beginning of the year. AOM is currently trading at $50 per share. Investors who bought $1,000 worth of AOM shares 5 years ago would now be looking at an investment worth $1,276.

iShares Core Moderate Allocation ETF (AOM) has returned 5.49% so far this year and 15.19% over the past 12 months. Over the last ten years, AOM has returned 6.27% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.

Based on dividend-adjusted daily data since Nov 11, 2008, AOM's average daily return is +0.03%, while the average monthly return is +0.57%. At this rate, an investment would double in approximately 10.2 years.

Historically, 68% of months were positive and 32% were negative. The best month was Nov 2023 with a return of +6.0%, while the worst month was Mar 2020 at -6.4%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 5 months.

On a daily basis, AOM closed higher 53% of trading days. The best single day was Nov 24, 2008 with a return of +9.5%, while the worst single day was Nov 20, 2008 at -6.7%.

iShares Core Moderate Allocation ETF has an annualized alpha of 1.91%, beta of 0.37, and R2 of 0.50 versus S&P 500 Index. Calculated based on daily prices since November 12, 2008.

• This ETF participated in 48.58% of S&P 500 Index downside but only 42.99% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.37 may look defensive, but with R2 of 0.50 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R2 of 0.50 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

AOM has an expense ratio of 0.25%, which is considered low.

AOM ranks 68 for risk / return — better than 68% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for iShares Core Moderate Allocation ETF (AOM) and compare them to S&P 500 Index.

iShares Core Moderate Allocation ETF provided a 2.97% dividend yield over the last twelve months, with an annual payout of $1.48 per share. The fund has been increasing its distributions for 4 consecutive years.

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.

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.

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 chart below shows the rolling one-month volatility.