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AOR: iShares Core Growth Allocation ETF (ETF)
Basic Info 58.4 0.07(0.12%) January 22
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 11/11/2008 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 2.91% |
| Expenses | 0.15% |
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Performance Analytics (As of 01/17/2025)
Not up-to-date? Try| 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(%) | 2.8 | 1.9 | 13.4 | 4.1 | 6.1 | 6.5 | 7.3 | 8.2 | 10.7 | 15.7 | -15.6 | 11.2 | 11.4 | 18.9 | -5.8 | 15.8 | 6.3 | -1.1 | 6.4 | 15.7 | 11.4 | 1.1 | 11.1 | 19.0 | 4.4 |
| Sharpe Ratio | NA | 1.26 | 0.86 | -0.07 | 0.26 | 0.45 | NA | 0.54 | 0.52 | 1.24 | -1.15 | 1.38 | 0.59 | 2.53 | -0.78 | 3.38 | 0.68 | -0.12 | 0.87 | 2.07 | 1.41 | 0.08 | 0.93 | 1.03 | 0.49 |
| Draw Down(%) | NA | 1.8 | 4.3 | 20.3 | 22.9 | 22.9 | NA | 24.4 | 4.3 | 8.1 | 21.5 | 3.4 | 22.9 | 3.2 | 12.3 | 1.3 | 6.4 | 8.8 | 5.3 | 6.0 | 6.2 | 12.6 | 8.8 | 17.2 | 16.2 |
| Standard Deviation(%) | NA | 10.5 | 8.0 | 11.2 | 12.7 | 10.6 | NA | 13.1 | 7.9 | 9.3 | 14.9 | 8.1 | 18.9 | 6.9 | 9.2 | 4.5 | 9.0 | 9.2 | 7.4 | 7.5 | 8.2 | 14.4 | 11.9 | 18.4 | 78.0 |
| Treynor Ratio | NA | 0.14 | 0.09 | -0.01 | 0.04 | 0.05 | NA | 0.08 | 0.05 | 0.13 | -0.19 | 0.13 | 0.13 | 0.19 | -0.08 | 0.15 | 0.06 | -0.01 | 0.06 | 0.15 | 0.11 | 0.01 | 0.1 | 0.21 | 0.5 |
| Alpha | NA | -0.05 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.01 | 0.16 |
| Beta | NA | 0.93 | 0.79 | 0.88 | 0.86 | 0.89 | NA | 0.92 | 0.78 | 0.88 | 0.9 | 0.85 | 0.85 | 0.92 | 0.89 | 0.98 | 1.07 | 1.0 | 1.07 | 1.05 | 1.07 | 1.03 | 1.08 | 0.9 | 0.76 |
| RSquared | NA | 0.95 | 0.83 | 0.89 | 0.87 | 0.87 | NA | 0.64 | 0.83 | 0.8 | 0.94 | 0.8 | 0.87 | 0.9 | 0.9 | 0.77 | 0.88 | 0.88 | 0.94 | 0.91 | 0.93 | 0.95 | 0.93 | 0.65 | 0.11 |
| Yield(%) | N/A | 0.0 | 2.9 | 2.3 | 2.4 | 2.9 | 3.5 | N/A | 2.9 | 2.8 | 1.8 | 1.8 | 2.0 | 3.0 | 2.3 | 5.0 | 1.9 | 2.1 | 2.2 | 2.2 | 2.2 | 2.4 | 2.0 | 2.4 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | 14.4 | 22.6 | -0.9 | N/A | N/A | N/A | 14.4 | 33.0 | 7.2 | -5.3 | -19.5 | 19.1 | -49.2 | 178.9 | -11.8 | -2.7 | 14.2 | 4.8 | -6.0 | 29.4 | -3.0 | 254.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/11/2008
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