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iShares Core Growth Allocation ETF (AOR)

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

AOR is a passive ETF by iShares tracking the investment results of the S&P Target Risk Growth Index. AOR 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 Growth Allocation ETF in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $28,092 for a total return of roughly 180.92%. All prices are adjusted for splits and dividends.


0.00%5.00%10.00%NovemberDecember2023FebruaryMarch
7.40%
6.48%
AOR (iShares Core Growth Allocation ETF)
Benchmark (^GSPC)

S&P 500

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Return

iShares Core Growth Allocation ETF had a return of 2.52% year-to-date (YTD) and -7.21% in the last 12 months. Over the past 10 years, iShares Core Growth Allocation ETF had an annualized return of 5.62%, while the S&P 500 had an annualized return of 9.71%, indicating that iShares Core Growth Allocation ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month-3.09%-5.31%
Year-To-Date2.52%2.01%
6 months2.77%0.39%
1 year-7.21%-10.12%
5 years (annualized)3.57%7.32%
10 years (annualized)5.62%9.71%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20236.17%-2.82%
2022-7.10%3.20%6.89%-3.50%

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 Growth Allocation ETF Sharpe ratio is -0.49. 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.


-1.40-1.20-1.00-0.80-0.60-0.40-0.20NovemberDecember2023FebruaryMarch
-0.49
-0.43
AOR (iShares Core Growth Allocation ETF)
Benchmark (^GSPC)

Dividend History

iShares Core Growth Allocation ETF granted a 2.07% dividend yield in the last twelve months. The annual payout for that period amounted to $1.00 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$1.00$1.00$0.93$0.99$1.22$1.03$2.03$0.88$0.82$0.84$0.74$0.71

Dividend yield

2.07%2.12%1.67%1.96%2.71%2.71%5.03%2.52%2.52%2.56%2.39%2.64%

Monthly Dividends

The table displays the monthly dividend distributions for iShares Core Growth 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$0.15$0.00$0.00$0.35$0.00$0.00$0.18$0.00$0.32
2021$0.00$0.00$0.00$0.11$0.00$0.00$0.28$0.00$0.00$0.14$0.00$0.41
2020$0.00$0.00$0.00$0.19$0.00$0.00$0.30$0.00$0.00$0.16$0.00$0.33
2019$0.00$0.00$0.00$0.20$0.00$0.00$0.42$0.00$0.00$0.20$0.00$0.40
2018$0.00$0.00$0.00$0.16$0.00$0.00$0.37$0.00$0.00$0.19$0.00$0.31
2017$0.00$0.00$0.00$0.15$0.00$0.00$0.32$0.00$0.00$0.16$0.00$1.39
2016$0.00$0.00$0.00$0.15$0.00$0.00$0.31$0.00$0.00$0.14$0.00$0.27
2015$0.00$0.00$0.00$0.14$0.00$0.00$0.33$0.00$0.00$0.13$0.00$0.22
2014$0.00$0.00$0.00$0.14$0.00$0.00$0.32$0.00$0.00$0.16$0.00$0.23
2013$0.00$0.00$0.00$0.13$0.00$0.00$0.26$0.00$0.00$0.14$0.00$0.21
2012$0.09$0.00$0.00$0.24$0.00$0.00$0.13$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
-13.94%
-18.34%
AOR (iShares Core Growth Allocation ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the iShares Core Growth 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 Growth Allocation ETF is 24.44%, recorded on Mar 9, 2009. It took 110 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-24.44%Dec 1, 200867Mar 9, 2009110Aug 13, 2009177
-22.95%Feb 13, 202027Mar 23, 202094Aug 5, 2020121
-21.72%Nov 9, 2021235Oct 14, 2022
-13.45%Nov 14, 20086Nov 21, 20083Nov 28, 20089
-12.61%May 2, 2011108Oct 3, 201185Feb 3, 2012193
-12.28%Jan 29, 2018229Dec 24, 201886Apr 30, 2019315
-11.28%May 22, 2015183Feb 11, 2016115Jul 27, 2016298
-8.82%Apr 26, 201049Jul 2, 201065Oct 5, 2010114
-6.24%Apr 3, 201243Jun 4, 201252Aug 16, 201295
-6.06%Jan 20, 201014Feb 8, 201025Mar 16, 201039

Volatility Chart

Current iShares Core Growth Allocation ETF volatility is 10.70%. 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%NovemberDecember2023FebruaryMarch
10.70%
21.17%
AOR (iShares Core Growth Allocation ETF)
Benchmark (^GSPC)