PortfoliosLab logo

iShares Core Growth Allocation ETF (AOR)

ETF · Currency in USD · Last updated Jun 28, 2022

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.

ETF Info

ISINUS4642898674
CUSIP464289867
IssueriShares
Inception DateNov 4, 2008
RegionDeveloped Markets (Broad)
CategoryDiversified Portfolio
Expense Ratio0.25%
Index TrackedS&P Target Risk Growth Index
ETF Home Pagewww.ishares.com
Asset ClassMulti-Asset

Asset Class Size

Multi-Cap

Asset Class Style

Blend

Trading Data

Previous Close$48.41
Year Range$47.07 - $57.20
EMA (50)$49.92
EMA (200)$52.95
Average Volume$454.97K

AORShare Price Chart


Chart placeholderClick Calculate to get results

AORPerformance

The chart shows the growth of $10,000 invested in iShares Core Growth Allocation ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $21,963 for a total return of roughly 119.63%. All prices are adjusted for splits and dividends.


AOR (iShares Core Growth Allocation ETF)
Benchmark (^GSPC)

AORReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-5.26%-6.21%
YTD-14.95%-18.17%
6M-14.53%-17.47%
1Y-12.06%-8.89%
5Y4.86%10.04%
10Y6.73%11.39%

AORMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

AORSharpe 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 -1.05. 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.


AOR (iShares Core Growth Allocation ETF)
Benchmark (^GSPC)

AORDividend History

iShares Core Growth Allocation ETF granted a 2.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.97 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$0.97$0.93$0.99$1.22$1.03$2.03$0.88$0.82$0.84$0.74$0.71$0.75$0.58

Dividend yield

2.00%1.64%1.93%2.67%2.66%4.94%2.48%2.48%2.52%2.35%2.59%3.08%2.40%

AORDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


AOR (iShares Core Growth Allocation ETF)
Benchmark (^GSPC)

AORWorst 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 22.95%, recorded on Mar 23, 2020. It took 94 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-22.95%Feb 13, 202027Mar 23, 202094Aug 5, 2020121
-17.71%Nov 9, 2021152Jun 16, 2022
-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
-5.97%May 22, 201323Jun 24, 201328Aug 2, 201351
-5.32%Sep 8, 201429Oct 16, 201426Nov 21, 201455

AORVolatility Chart

Current iShares Core Growth Allocation ETF volatility is 16.99%. 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.


AOR (iShares Core Growth Allocation ETF)
Benchmark (^GSPC)

Portfolios with iShares Core Growth Allocation ETF


Loading data...