PortfoliosLab logo

iShares Core Growth Allocation ETF (AOR)

ETF · Currency in USD · Last updated Nov 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$48.59
Year Range$44.27 - $56.44
EMA (50)$46.89
EMA (200)$49.47
Average Volume$667.47K

AORShare Price Chart


Loading data...

AORPerformance

The chart shows the growth of $10,000 invested in iShares Core Growth Allocation ETF in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $22,351 for a total return of roughly 123.51%. All prices are adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%JuneJulyAugustSeptemberOctoberNovember
-3.04%
-2.57%
AOR (iShares Core Growth Allocation ETF)
Benchmark (^GSPC)

AORCompare to other instruments

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

Popular comparisons: AOR vs. AOA, AOR vs. SCHD, AOR vs. SPY, AOR vs. VOO

AORReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M5.89%4.33%
6M-2.45%-0.78%
YTD-13.45%-15.53%
1Y-12.94%-14.36%
5Y3.99%9.13%
10Y6.31%11.10%

AORMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-3.38%-1.99%-0.17%-6.04%0.49%-5.53%5.14%-3.79%-7.10%3.20%5.82%
2021-0.29%1.17%1.71%2.68%1.29%0.74%0.82%1.64%-2.85%2.83%-1.18%2.24%
2020-0.42%-4.07%-9.45%6.55%3.46%2.16%3.52%3.46%-1.86%-1.61%7.54%2.85%
20194.91%1.62%1.50%2.25%-3.05%4.33%-0.13%-0.04%1.19%1.55%1.42%2.15%
20182.92%-3.27%-0.34%-0.13%0.50%-0.47%2.03%0.62%-0.07%-4.90%1.17%-3.74%
20171.31%2.16%0.93%1.38%1.52%0.32%1.92%0.48%1.13%1.41%1.19%1.03%
2016-3.14%-0.21%4.98%0.82%0.56%0.48%2.88%0.07%0.64%-1.58%-0.35%1.58%
2015-0.45%2.93%-0.71%1.31%0.32%-1.94%0.97%-4.24%-1.85%4.23%-0.00%-1.37%
2014-2.13%3.32%0.54%0.49%1.73%1.50%-1.68%2.56%-2.52%2.05%1.10%-0.52%
20132.77%0.43%1.91%1.76%0.00%-2.10%3.49%-2.14%3.42%2.83%1.24%1.22%
20123.53%2.51%1.14%-0.34%-4.06%2.45%1.14%1.42%1.77%-0.62%0.76%1.39%
20111.01%2.01%0.57%2.62%-0.77%-0.94%-0.95%-3.68%-4.91%6.64%-0.45%0.46%
2010-3.59%1.38%4.11%1.11%-5.16%-2.06%5.05%-2.26%5.61%2.50%-0.81%4.20%

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 -0.88. 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.


-1.50-1.00-0.500.00JuneJulyAugustSeptemberOctoberNovember
-0.88
-0.60
AOR (iShares Core Growth Allocation ETF)
Benchmark (^GSPC)

AORDividend History

iShares Core Growth Allocation ETF granted a 2.24% dividend yield in the last twelve months. The annual payout for that period amounted to $1.09 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$1.09$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

2.24%1.66%1.95%2.70%2.69%4.99%2.51%2.51%2.54%2.37%2.62%3.11%2.43%

AORDrawdowns 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
-13.87%
-16.06%
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
-21.72%Nov 9, 2021235Oct 14, 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 8.81%. 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
8.81%
12.31%
AOR (iShares Core Growth Allocation ETF)
Benchmark (^GSPC)