iShares Core Growth Allocation ETF (AOR)
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.
Compare to other instruments
Popular comparisons: AOR vs. AOA, AOR vs. VOO, AOR vs. SPY, AOR vs. SCHD, AOR vs. PSMB, AOR vs. JPST, AOR vs. URNM, AOR vs. VFQY, AOR vs. DGRO, AOR vs. QQQ
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.
Period | Return | Benchmark |
---|---|---|
1 month | -3.09% | -5.31% |
Year-To-Date | 2.52% | 2.01% |
6 months | 2.77% | 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
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 6.17% | -2.82% | ||||||||||
2022 | -7.10% | 3.20% | 6.89% | -3.50% |
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.
Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | $0.00 | $0.00 | ||||||||||
2022 | $0.00 | $0.00 | $0.00 | $0.15 | $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.
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, 2008 | 67 | Mar 9, 2009 | 110 | Aug 13, 2009 | 177 |
-22.95% | Feb 13, 2020 | 27 | Mar 23, 2020 | 94 | Aug 5, 2020 | 121 |
-21.72% | Nov 9, 2021 | 235 | Oct 14, 2022 | — | — | — |
-13.45% | Nov 14, 2008 | 6 | Nov 21, 2008 | 3 | Nov 28, 2008 | 9 |
-12.61% | May 2, 2011 | 108 | Oct 3, 2011 | 85 | Feb 3, 2012 | 193 |
-12.28% | Jan 29, 2018 | 229 | Dec 24, 2018 | 86 | Apr 30, 2019 | 315 |
-11.28% | May 22, 2015 | 183 | Feb 11, 2016 | 115 | Jul 27, 2016 | 298 |
-8.82% | Apr 26, 2010 | 49 | Jul 2, 2010 | 65 | Oct 5, 2010 | 114 |
-6.24% | Apr 3, 2012 | 43 | Jun 4, 2012 | 52 | Aug 16, 2012 | 95 |
-6.06% | Jan 20, 2010 | 14 | Feb 8, 2010 | 25 | Mar 16, 2010 | 39 |
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.