iShares Core Moderate Allocation ETF (AOM)

Basic Info 42.27 0.08(0.19%)
May 07

iShares Core Moderate Allocation ETF started on 11/11/2008
iShares Core Moderate Allocation ETF is classified as asset class Conservative Allocation
iShares Core Moderate Allocation ETF expense ratio is 0.15%
iShares Core Moderate Allocation ETF rating is
(83%)

iShares Core Moderate Allocation ETF (AOM) Dividend Info

iShares Core Moderate Allocation ETF (AOM) dividend growth in the last 12 months is 28.57%

The trailing 12-month yield of iShares Core Moderate Allocation ETF is 2.97%. its dividend history:

DateDividend
04/02/2024 0.2215
12/22/2023 0.4484
10/03/2023 0.2154
07/05/2023 0.3011
04/04/2023 0.1928
12/23/2022 0.3
10/04/2022 0.17
07/05/2022 0.26
04/04/2022 0.13
12/23/2021 0.29
10/04/2021 0.12
07/02/2021 0.19
04/05/2021 0.113
12/24/2020 0.266
10/02/2020 0.163
07/02/2020 0.256
04/02/2020 0.189
12/24/2019 0.31
10/02/2019 0.202
07/02/2019 0.34
04/02/2019 0.215
12/28/2018 0.2519
10/02/2018 0.1958
07/03/2018 0.29
04/03/2018 0.165
12/28/2017 0.706
10/03/2017 0.162
07/06/2017 0.254
04/04/2017 0.137
12/28/2016 0.232
10/04/2016 0.139
07/06/2016 0.238
12/29/2015 0.011
12/28/2015 0.157
10/02/2015 0.133
07/02/2015 0.245
04/02/2015 0.128
12/26/2014 0.207
10/02/2014 0.132
07/02/2014 0.272
04/02/2014 0.122
12/27/2013 0.166
10/02/2013 0.129
07/02/2013 0.228
04/02/2013 0.117
12/26/2012 0.255
09/26/2012 0.12
06/26/2012 0.226
03/27/2012 0.068
12/27/2011 0.204
09/27/2011 0.147
06/27/2011 0.249
03/28/2011 0.097
12/27/2010 0.179
09/27/2010 0.094
06/25/2010 0.175
03/26/2010 0.066
12/28/2009 0.171
09/24/2009 0.129
06/25/2009 0.188
03/26/2009 0.08
12/26/2008 0.148

Dividend Growth History for iShares Core Moderate Allocation ETF (AOM)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $1.1577 3.03% 34.62% -
2022 $0.86 1.89% 20.62% 34.62%
2021 $0.713 1.65% -18.42% 27.42%
2020 $0.874 2.17% -18.09% 9.82%
2019 $1.067 2.99% 18.20% 2.06%
2018 $0.9027 2.36% -28.30% 5.10%
2017 $1.259 3.57% 106.73% -1.39%
2016 $0.609 1.80% -9.64% 9.61%
2015 $0.674 1.92% -8.05% 7.00%
2014 $0.733 2.15% 14.53% 5.21%
2013 $0.64 1.99% -4.33% 6.11%
2012 $0.669 2.23% -4.02% 5.11%
2011 $0.697 2.32% 35.60% 4.32%
2010 $0.514 1.81% -9.51% 6.45%
2009 $0.568 2.22% 283.78% 5.22%
2008 $0.148 0.62% - 14.70%

Dividend Growth Chart for iShares Core Moderate Allocation ETF (AOM)

iShares Core Moderate Allocation ETF (AOM) Historical Returns And Risk Info

From 11/11/2008 to 05/07/2024, the compound annualized total return (dividend reinvested) of iShares Core Moderate Allocation ETF (AOM) is 6.103%. Its cumulative total return (dividend reinvested) is 149.886%.

From 11/11/2008 to 05/07/2024, the Maximum Drawdown of iShares Core Moderate Allocation ETF (AOM) is 20.0%.

From 11/11/2008 to 05/07/2024, the Sharpe Ratio of iShares Core Moderate Allocation ETF (AOM) is 0.54.

From 11/11/2008 to 05/07/2024, the Annualized Standard Deviation of iShares Core Moderate Allocation ETF (AOM) is 10.0%.

From 11/11/2008 to 05/07/2024, the Beta of iShares Core Moderate Allocation ETF (AOM) is 1.02.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
11/11/2008		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return(%) 1.0 2.2 9.1 0.6 4.2 4.3 5.8 6.1 12.4 -14.5 6.9 10.0 15.6 -3.9 11.6 5.3 -1.3 4.7 10.2 8.4 2.3 7.9 13.2 7.3
Sharpe Ratio NA 0.26 0.69 -0.22 0.28 0.41 NA 0.54 1.12 -1.39 1.17 0.71 3.02 -0.83 3.0 0.81 -0.2 0.84 1.7 1.51 0.26 0.95 0.74 1.22
Draw Down(%) NA 3.3 6.8 20.0 20.0 20.0 NA 20.0 6.8 19.5 2.8 16.9 1.9 8.1 1.2 3.7 6.6 3.9 5.3 4.3 7.3 5.8 15.7 10.3
Standard Deviation(%) NA 6.6 6.9 8.5 9.4 7.7 NA 10.0 7.3 11.5 5.9 13.7 4.7 6.3 3.7 6.2 6.7 5.5 6.0 5.6 8.6 8.2 17.7 56.0
Treynor Ratio NA 0.02 0.07 -0.02 0.03 0.03 NA 0.05 0.11 -0.15 0.08 0.1 0.13 -0.05 0.11 0.04 -0.01 0.04 0.09 0.07 0.02 0.06 0.16 0.65
Alpha NA 0.01 0.01 0.0 0.0 0.0 NA 0.0 0.02 -0.02 0.0 0.01 -0.01 0.0 0.01 -0.02 -0.01 -0.02 0.0 -0.02 -0.04 -0.02 0.0 0.09
Beta NA 0.94 0.7 0.94 0.96 0.99 NA 1.02 0.74 1.08 0.9 0.97 1.05 1.06 0.98 1.19 1.08 1.27 1.12 1.29 1.31 1.31 0.85 1.05
RSquare NA 0.76 0.6 0.74 0.77 0.75 NA 0.46 0.61 0.84 0.5 0.86 0.64 0.72 0.49 0.74 0.75 0.7 0.77 0.68 0.77 0.78 0.19 0.13
Yield(%) N/A 0.5 3.0 2.1 2.5 2.6 3.2 N/A 3.0 1.9 1.6 2.2 3.0 2.4 3.6 1.8 1.9 2.1 2.0 2.3 2.3 1.8 2.2 0.6
Dividend Growth(%) N/A -81.0 28.6 1.7 9.5 N/A N/A N/A 34.9 21.1 -19.3 -17.8 18.9 -28.6 106.6 -9.0 -8.2 12.3 -4.4 -2.9 34.6 -8.8 280.0 N/A

Return Calculator for iShares Core Moderate Allocation ETF (AOM)

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iShares Core Moderate Allocation ETF (AOM) Historical Return Chart

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iShares Core Moderate Allocation ETF (AOM) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 11/11/2008 to 05/07/2024, the worst annualized return of 3-year rolling returns for iShares Core Moderate Allocation ETF (AOM) is -0.18%.
From 11/11/2008 to 05/07/2024, the worst annualized return of 5-year rolling returns for iShares Core Moderate Allocation ETF (AOM) is 2.59%.
From 11/11/2008 to 05/07/2024, the worst annualized return of 10-year rolling returns for iShares Core Moderate Allocation ETF (AOM) is 4.37%.
From 11/11/2008 to 05/07/2024, the worst annualized return of 20-year rolling returns for iShares Core Moderate Allocation ETF (AOM) is NA.

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