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AOM: iShares Core Moderate Allocation (ETF)
Basic Info 39.55 0.05(0.13%) May 31
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 11/11/2008 |
| Last Dividend Date: | 04/04/2023 |
| 12-Mo. Yield | 2.30% |
| Expenses | 0.15% |
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Performance Analytics (As of 05/26/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | 5.0 | 0.1 | 2.9 | 3.7 | 4.3 | 5.9 | -13.9 | 7.6 | 10.0 | 15.6 | -3.9 | 11.6 | 5.3 | -1.3 | 4.7 | 10.2 | 8.4 | 2.3 | 7.9 | 13.2 | 7.3 |
| SR | NA | 1.14 | -0.19 | 0.24 | 0.27 | 0.46 | 0.54 | -1.33 | 1.28 | 0.71 | 3.02 | -0.83 | 3.0 | 0.81 | -0.2 | 0.84 | 1.7 | 1.51 | 0.26 | 0.95 | 0.74 | 1.22 |
| DD(%) | NA | 4.4 | 11.2 | 19.7 | 19.7 | 19.7 | 19.7 | 19.5 | 2.8 | 16.9 | 1.9 | 8.1 | 1.2 | 3.7 | 6.6 | 3.9 | 5.3 | 4.3 | 7.3 | 5.8 | 15.7 | 10.3 |
| SD(%) | NA | 7.5 | 10.8 | 8.8 | 9.2 | 7.7 | 10.2 | 11.5 | 5.9 | 13.7 | 4.7 | 6.3 | 3.7 | 6.2 | 6.7 | 5.5 | 6.0 | 5.6 | 8.6 | 8.2 | 17.7 | 56.0 |
| TR | NA | 0.08 | -0.02 | 0.02 | 0.02 | 0.03 | 0.05 | -0.19 | 0.13 | 0.1 | 42.91 | -0.05 | 0.11 | 0.04 | -0.01 | 0.04 | 0.09 | 0.07 | 0.02 | 0.06 | 0.16 | 0.65 |
| Alpha(%) | NA | 0.06 | 0.02 | 0.0 | 0.0 | 0.0 | -0.01 | -0.05 | 0.0 | 0.01 | 0.05 | 0.0 | 0.01 | -0.02 | -0.01 | -0.02 | 0.0 | -0.02 | -0.04 | -0.02 | 0.0 | 0.09 |
| Beta(%) | NA | 1.04 | 1.09 | 1.04 | 1.01 | 1.03 | 1.04 | 0.82 | 0.58 | 0.97 | 0.0 | 1.06 | 0.98 | 1.19 | 1.08 | 1.27 | 1.12 | 1.29 | 1.31 | 1.31 | 0.85 | 1.06 |
| RS | NA | 0.77 | 0.88 | 0.75 | 0.79 | 0.77 | 0.46 | 0.61 | 0.31 | 0.86 | 0.01 | 0.72 | 0.49 | 0.74 | 0.74 | 0.7 | 0.77 | 0.68 | 0.77 | 0.78 | 0.19 | 0.13 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/11/2008
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Conservative Allocation Asset Class Trend Rankings |
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