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iShares ESG Aware Moderate Allocation ETF (EAOM)

ETF · Currency in USD
Issuer
Blackrock Financial Management
Inception Date
Jun 12, 2020
Region
North America (U.S.)
Category
Diversified Portfolio
Expense Ratio
0.18%
Index Tracked
BlackRock ESG Aware Moderate Allocation Index
ETF Home Page
www.ishares.com
Asset Class
Multi-Asset

Asset Class Size

Multi-Cap

Asset Class Style

Blend

EAOMPrice Chart


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EAOMPerformance

The chart shows the growth of $10,000 invested in iShares ESG Aware Moderate Allocation ETF on Jun 19, 2020 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $11,419 for a total return of roughly 14.19%. All prices are adjusted for splits and dividends.


EAOM (iShares ESG Aware Moderate Allocation ETF)
Benchmark (S&P 500)

EAOMReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-2.70%-3.97%
1M-1.80%-0.94%
6M-0.61%7.48%
1Y3.14%21.47%
5Y8.74%27.51%
10Y8.74%27.51%

EAOMMonthly Returns Heatmap


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EAOMSharpe 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 ESG Aware Moderate Allocation ETF Sharpe ratio is 0.46. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


EAOM (iShares ESG Aware Moderate Allocation ETF)
Benchmark (S&P 500)

EAOMDividends

iShares ESG Aware Moderate Allocation ETF granted a 1.35% dividend yield in the last twelve months, as of Jan 19, 2022. The annual payout for that period amounted to $0.38 per share.


PeriodTTM20212020
Dividend$0.38$0.38$0.28

Dividend yield

1.35%1.32%1.04%

EAOMDrawdowns Chart

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


EAOM (iShares ESG Aware Moderate Allocation ETF)
Benchmark (S&P 500)

EAOMWorst Drawdowns

The table below shows the maximum drawdowns of the iShares ESG Aware Moderate 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 ESG Aware Moderate Allocation ETF is 3.87%, recorded on Oct 30, 2020. It took 8 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-3.87%Sep 3, 202041Oct 30, 20208Nov 11, 202049
-3.42%Nov 10, 202147Jan 18, 2022
-3.16%Feb 16, 202113Mar 4, 202127Apr 13, 202140
-2.66%Sep 3, 202121Oct 4, 202123Nov 4, 202144
-2.08%May 10, 20213May 12, 202113Jun 1, 202116
-1.65%Jan 26, 20214Jan 29, 20216Feb 8, 202110
-1.27%Jun 24, 20203Jun 26, 20203Jul 1, 20206
-0.86%Jul 13, 20215Jul 19, 20213Jul 22, 20218
-0.8%Jun 14, 20215Jun 18, 20216Jun 28, 202111
-0.79%Aug 4, 202112Aug 19, 20213Aug 24, 202115

EAOMVolatility Chart

Current iShares ESG Aware Moderate Allocation ETF volatility is 8.11%. 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.


EAOM (iShares ESG Aware Moderate Allocation ETF)
Benchmark (S&P 500)

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