Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AOK (iShares Core Conservative Allocation ETF) | 3.25% | 10.85% | 8.98% | 3.53% | 4.82% | 4.61% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOK (iShares Core Conservative Allocation ETF) | 11/10/2008 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.14 | 10.85 | 8.98 | 3.53 | 4.82 | 4.61 | NA | … | … | 3.25 | 11.26 | 6.58 | 10.85 | -14.13 | 4.89 | 9.33 | 13.90 | -3.08 | 7.51 | 4.71 | -1.12 | 3.98 | 6.57 | 6.25 | 4.39 | 7.41 | 8.01 | 4.06 |
| Sharpe Ratio | NA | 1.74 | 1.02 | 0.19 | 0.50 | NA | NA | … | … | 1.29 | 1.28 | 0.52 | 1.09 | -1.55 | 1.02 | 0.80 | 3.40 | -0.91 | 1.92 | 0.89 | -0.22 | 0.94 | 1.42 | 1.62 | 0.89 | 1.33 | 0.69 | 0.69 |
| Standard Deviation(%) | NA | 5.76 | 6.37 | 7.10 | 6.75 | NA | NA | … | … | 6.75 | 6.57 | 5.70 | 6.68 | 10.08 | 4.75 | 11.24 | 3.66 | 4.94 | 3.58 | 5.03 | 5.20 | 4.23 | 4.62 | 3.87 | 4.90 | 5.50 | 11.42 | 48.02 |
| Draw Down(%) | NA | 4.49 | 6.36 | 18.92 | 18.92 | NA | NA | … | … | 4.49 | 4.96 | 2.99 | 6.36 | 18.54 | 2.45 | 14.54 | 1.29 | 6.15 | 2.12 | 3.41 | 5.47 | 2.89 | 4.43 | 2.54 | 3.68 | 3.17 | 8.49 | 10.83 |
| Yield(%) | 0.18 | 3.55 | 3.56 | 2.64 | 2.82 | 2.77 | 2.74 | … | … | 1.12 | 3.54 | 3.35 | 3.14 | 1.90 | 1.60 | 2.24 | 3.00 | 2.53 | 2.01 | 1.90 | 1.85 | 2.13 | 1.82 | 2.01 | 2.40 | 1.87 | 2.47 | 0.45 |
Data as of 06/05/2026, Common starting date is 11/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOK (iShares Core Conservative Allocation ETF) |
-1.24%
Oct 2020 – Oct 2023 |
1.09%
Sep 2017 – Sep 2022 |
2.53%
Oct 2013 – Oct 2023 |
4.22%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOK (iShares Core Conservative Allocation ETF) |
10.54%
Sep 2022 – Sep 2025 |
8.22%
Feb 2009 – Feb 2014 |
5.53%
Feb 2009 – Feb 2019 |
4.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart