Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AOM (iShares Core Moderate Allocation ETF) | 5.52% | 8.61% | 8.14% | 4.92% | 5.14% | 5.79% | NA | 6.60% |
Data as of 07/03/2025, AR inception is 11/11/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOM (iShares Core Moderate Allocation ETF) | 11/11/2008 | 07/03/2025 |
| 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 (%) | 0.15 | 8.61 | 8.14 | 4.92 | 5.14 | 5.79 | NA | 6.60 | 5.52 | 7.94 | 12.39 | -14.54 | 6.94 | 10.02 | 15.58 | -3.89 | 11.63 | 5.26 | -1.29 | 4.66 | 10.24 | 8.42 | 2.28 | 7.89 | 13.22 | 7.29 |
| Sharpe Ratio | NA | 0.64 | 0.56 | 0.37 | 0.46 | NA | NA | 0.56 | 0.83 | 0.21 | 1.12 | -1.39 | 1.17 | 0.71 | 3.02 | -0.83 | 3.00 | 0.81 | -0.20 | 0.84 | 1.70 | 1.51 | 0.26 | 0.95 | 0.74 | 1.22 |
| Standard Deviation(%) | NA | 8.39 | 8.50 | 8.19 | 7.98 | NA | NA | 9.86 | 9.96 | 6.30 | 7.34 | 11.48 | 5.89 | 13.65 | 4.70 | 6.27 | 3.68 | 6.23 | 6.67 | 5.51 | 6.02 | 5.57 | 8.62 | 8.20 | 17.70 | 55.99 |
| Draw Down(%) | NA | 7.07 | 11.21 | 19.95 | 19.95 | NA | NA | 19.95 | 7.07 | 3.26 | 6.84 | 19.53 | 2.79 | 16.90 | 1.92 | 8.06 | 1.16 | 3.67 | 6.60 | 3.87 | 5.27 | 4.27 | 7.33 | 5.81 | 15.69 | 10.27 |
| Yield(%) | 0.00 | 1.83 | 2.77 | 2.24 | 2.60 | 3.02 | 2.81 | 3.52 | 0.00 | 3.26 | 3.03 | 1.90 | 1.65 | 2.17 | 2.99 | 2.36 | 3.57 | 1.80 | 1.92 | 2.15 | 1.99 | 2.23 | 2.32 | 1.81 | 2.22 | 0.62 |
Data as of 07/03/2025, 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 |
|---|---|---|---|---|
| AOM (iShares Core Moderate Allocation ETF) |
-0.35%
Sep 2019 - Sep 2022 |
1.72%
Sep 2017 - Sep 2022 |
3.43%
Oct 2013 - Oct 2023 |
5.19%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOM (iShares Core Moderate Allocation ETF) |
12.80%
Feb 2009 - Feb 2012 |
10.73%
Feb 2009 - Feb 2014 |
7.26%
Feb 2009 - Feb 2019 |
6.40%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart