Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AOA (iShares Core Aggressive Allocation ETF) | 10.26% | 13.28% | 13.43% | 10.29% | 8.43% | 9.57% | NA | 10.42% |
Data as of 07/23/2025, AR inception is 11/11/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOA (iShares Core Aggressive Allocation ETF) | 11/11/2008 | 07/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.76 | 13.28 | 13.43 | 10.29 | 8.43 | 9.57 | NA | 10.42 | 10.26 | 13.55 | 18.25 | -16.22 | 15.41 | 12.81 | 22.60 | -7.87 | 20.04 | 7.38 | -1.08 | 6.01 | 22.42 | 15.03 | -1.74 | 16.74 | 25.79 | -2.55 |
| Sharpe Ratio | NA | 0.60 | 0.82 | 0.61 | 0.49 | NA | NA | 0.58 | 0.84 | 0.71 | 1.35 | -0.96 | 1.51 | 0.50 | 2.32 | -0.75 | 3.49 | 0.60 | -0.09 | 0.62 | 2.30 | 1.34 | -0.08 | 0.92 | 1.09 | -0.31 |
| Standard Deviation(%) | NA | 14.13 | 12.98 | 13.14 | 13.81 | NA | NA | 15.59 | 16.40 | 9.78 | 10.45 | 18.35 | 10.17 | 24.82 | 9.13 | 12.22 | 5.59 | 12.05 | 12.36 | 9.64 | 9.75 | 11.29 | 21.95 | 18.17 | 23.48 | 55.77 |
| Draw Down(%) | NA | 13.19 | 14.37 | 23.62 | 28.38 | NA | NA | 28.38 | 13.19 | 6.24 | 9.67 | 23.62 | 4.30 | 28.38 | 4.95 | 16.11 | 1.61 | 8.76 | 11.66 | 7.36 | 6.58 | 9.16 | 20.15 | 13.98 | 23.92 | 20.40 |
| Yield(%) | 0.00 | 1.33 | 2.11 | 2.23 | 2.86 | 3.94 | 3.73 | 4.66 | 0.00 | 2.57 | 2.56 | 1.72 | 1.90 | 1.88 | 2.99 | 2.12 | 5.78 | 2.04 | 2.08 | 2.28 | 2.18 | 2.42 | 2.10 | 1.84 | 2.47 | 0.68 |
Data as of 07/23/2025, AR inception is 11/11/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOA (iShares Core Aggressive Allocation ETF) |
1.61%
Mar 2017 - Mar 2020 |
2.81%
Mar 2015 - Mar 2020 |
6.07%
Oct 2013 - Oct 2023 |
8.44%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOA (iShares Core Aggressive Allocation ETF) |
23.56%
Feb 2009 - Feb 2012 |
19.80%
Feb 2009 - Feb 2014 |
12.69%
Feb 2009 - Feb 2019 |
11.29%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart