Find A Portfolio/Ticker
Comparison Box
AOM: iShares Core Moderate Allocation ETF (ETF)
Basic Info 43.66 0.19(0.44%) April 25
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 11/11/2008 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 2.72% |
| Expenses | 0.15% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/11/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.8 | 0.5 | 8.2 | 4.7 | 5.3 | 4.4 | 5.1 | 6.1 | 7.9 | 12.4 | -14.5 | 6.9 | 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 |
| Sharpe Ratio | NA | -0.11 | 0.21 | 0.04 | 0.31 | 0.34 | NA | 0.51 | 0.21 | 1.12 | -1.39 | 1.17 | 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 |
| Draw Down(%) | NA | 7.1 | 7.1 | 11.4 | 20.0 | 20.0 | NA | 20.0 | 3.3 | 6.8 | 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 |
| Standard Deviation(%) | NA | 11.8 | 8.4 | 9.0 | 8.4 | 8.0 | NA | 9.9 | 6.3 | 7.3 | 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 |
| Treynor Ratio | NA | -0.01 | 0.02 | 0.0 | 0.03 | 0.03 | NA | 0.05 | 0.01 | 0.11 | -0.15 | 0.08 | 0.1 | 0.13 | -0.05 | 0.11 | 0.04 | -0.01 | 0.04 | 0.09 | 0.07 | 0.02 | 0.06 | 0.16 | 0.65 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | 0.02 | -0.02 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | -0.02 | -0.01 | -0.02 | 0.0 | -0.02 | -0.04 | -0.02 | 0.0 | 0.09 |
| Beta | NA | 1.13 | 1.05 | 0.97 | 0.97 | 0.99 | NA | 1.02 | 0.93 | 0.74 | 1.08 | 0.9 | 0.97 | 1.05 | 1.06 | 0.98 | 1.19 | 1.08 | 1.27 | 1.12 | 1.29 | 1.31 | 1.31 | 0.85 | 1.05 |
| RSquared | NA | 0.8 | 0.76 | 0.76 | 0.72 | 0.76 | NA | 0.48 | 0.72 | 0.61 | 0.84 | 0.5 | 0.86 | 0.64 | 0.72 | 0.49 | 0.74 | 0.75 | 0.7 | 0.77 | 0.68 | 0.77 | 0.78 | 0.19 | 0.13 |
| Yield(%) | N/A | 0.0 | 2.7 | 2.6 | 2.5 | 2.6 | 2.9 | N/A | 3.3 | 3.0 | 1.9 | 1.6 | 2.2 | 3.0 | 2.4 | 3.6 | 1.8 | 1.9 | 2.1 | 2.0 | 2.2 | 2.3 | 1.8 | 2.2 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | -5.1 | 25.7 | 4.1 | N/A | N/A | N/A | 16.3 | 34.1 | 21.4 | -18.6 | -18.1 | 18.2 | -28.3 | 106.7 | -9.6 | -8.0 | 14.5 | -4.3 | -4.0 | 35.6 | -9.5 | 283.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/11/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Conservative Allocation Asset Class Trend Rankings |
Top Rated Funds in Conservative Allocation
Best Mutual Funds
- PMCDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE ADVISOR CLASS) 0.38% (100%)
- EXDAX (PRO-BLEND(R) CONSERVATIVE TERM SERIES PRO-BLEND(R) CONSERVATIVE TERM SERIES CLASS S) 0.23% (99%)
- EXBAX (PRO-BLEND(R) MODERATE TERM SERIES PRO-BLEND(R) MODERATE TERM SERIES CLASS S) 0.36% (98%)
- TEBRX (THE TEBERG FUND THE TEBERG FUND) 0.53% (98%)
- KMDNX (KINETICS MULTI-DISCIPLINARY INCOME FUND NO LOAD) 0.0% (98%)
- PRPFX (PERMANENT PORTFOLIO CLASS I) 0.06% (97%)
- AONIX (ONE CHOICE PORTFOLIO: VERY CONSERVATIVE INVESTOR CLASS) 0.26% (97%)
- BERIX (BERWYN INCOME FUND BERWYN INCOME FUND) 0.0% (96%)
- NIPAX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO CLASS Z) 0.31% (96%)
- EKSCX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND CLASS C) 0.17% (96%)
Best ETFs
- AOK (iShares Core Conservative Allocation ETF) 0.37% (83%)
- AOM (iShares Core Moderate Allocation ETF) 0.44% (82%)
- PCEF (Invesco CEF Income Composite ETF) 0.55% (28%)
- IYLD (iShares Morningstar Multi-Asset Income ETF) 0.30% (26%)
Best Closed End Funds
- CSQ (Calamos Strategic Total Return Closed Fund) 1.59% (100%)
- FOF (Cohen & Steers Closed End Opportunity Closed Fund) 0.61% (99%)
- FT (Franklin Universal Closed Fund) 0.14% (99%)
- PDT (John Hancock Premium Dividend Fund) 0.32% (99%)
- TPZ (Tortoise Power and Energy Infrastructure Fund) 0.46% (26%)
Latest Articles Related to AOM
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
