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AOR: iShares Core Growth Allocation (ETF)
Basic Info 52.67 0.35(0.66%) January 15
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 11/11/2008 |
| Last Dividend Date: | 12/24/2020 |
| 12-Mo. Yield | 4.47% |
| Expenses | 0.11% |
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Performance Analytics (As of 01/15/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.7 | 0.9 | 11.4 | 7.1 | 10.4 | 7.7 | 9.3 | 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 |
| SR | NA | 3.68 | 0.59 | 0.48 | 0.89 | 0.71 | 0.65 | 0.59 | 2.53 | -0.78 | 3.38 | 0.67 | -0.12 | 0.87 | 2.07 | 1.41 | 0.08 | 0.93 | 1.03 | 0.49 |
| DD(%) | NA | 0.7 | 22.9 | 22.9 | 22.9 | 22.9 | 24.4 | 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 |
| SD(%) | NA | 6.9 | 19.0 | 12.8 | 10.8 | 10.3 | 13.8 | 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 |
| TR | NA | 0.37 | 0.13 | 0.4 | 0.56 | 0.28 | 0.27 | 0.12 | 6.2 | -0.08 | 0.15 | 0.06 | -0.01 | 0.06 | 0.15 | 0.11 | 0.01 | 0.1 | 0.21 | 0.5 |
| Alpha(%) | NA | 0.06 | -0.01 | 0.02 | 0.03 | 0.02 | 0.02 | -0.01 | 0.06 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.01 | 0.16 |
| Beta(%) | NA | 0.69 | 0.89 | 0.15 | 0.17 | 0.26 | 0.33 | 0.89 | 0.03 | 0.89 | 0.98 | 1.07 | 1.0 | 1.07 | 1.05 | 1.07 | 1.03 | 1.08 | 0.9 | 0.76 |
| RS | NA | 0.65 | 0.95 | 0.17 | 0.18 | 0.26 | 0.22 | 0.95 | 0.05 | 0.9 | 0.77 | 0.88 | 0.88 | 0.94 | 0.91 | 0.92 | 0.95 | 0.93 | 0.65 | 0.11 |
*: 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 Moderate Allocation Asset Class Trend Rankings |
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