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iShares Core Growth Allocation ETF AOR

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


iShares Core Growth Allocation ETF started on 11/11/2008
iShares Core Growth Allocation ETF is classified as asset class Moderate Allocation
iShares Core Growth Allocation ETF expense ratio is 0.15%
iShares Core Growth Allocation ETF rating is
(92%)

Dividends


iShares Core Growth Allocation ETF (AOR) Dividend Information

iShares Core Growth Allocation ETF (AOR) dividend growth in the last 12 months is -3.77%

The trailing 12-month yield of iShares Core Growth Allocation ETF is 2.32%. its dividend history:

Pay Date Cash Amount
Dec 20, 2024 $0.608
Oct 02, 2024 $0.27
Jul 02, 2024 $0.424
Apr 02, 2024 $0.221
Dec 22, 2023 $0.524
Oct 03, 2023 $0.222
Jul 05, 2023 $0.386
Apr 04, 2023 $0.199
Dec 23, 2022 $0.318
Oct 04, 2022 $0.18
Jul 05, 2022 $0.353
Apr 04, 2022 $0.15

Dividend Growth History for iShares Core Growth Allocation ETF (AOR)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2024
2024 $1.523 2.88% 14.43% -
2023 $1.331 2.80% 32.97% 14.43%
2022 $1.001 1.75% 7.17% 23.35%
2021 $0.934 1.79% -5.27% 17.70%
2020 $0.986 2.05% -19.51% 11.48%
2019 $1.225 2.97% 19.06% 4.45%
2018 $1.0289 2.28% -49.19% 6.75%
2017 $2.025 4.98% 178.93% -3.99%
2016 $0.726 1.89% -11.79% 9.70%
2015 $0.823 2.05% -2.72% 7.08%
2014 $0.846 2.21% 14.17% 6.06%
2013 $0.741 2.15% 4.81% 6.77%
2012 $0.707 2.25% -5.98% 6.60%
2011 $0.752 2.37% 29.43% 5.58%
2010 $0.581 1.98% -3.01% 7.13%
2009 $0.599 2.38% 254.44% 6.42%
2008 $0.169 0.70% - 14.73%

Dividend Growth Chart for iShares Core Growth Allocation ETF (AOR)

iShares Core Growth Allocation ETF (AOR) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


iShares Core Growth Allocation ETF (AOR) Historical Returns And Risk Info

From 11/11/2008 to 06/13/2025, the compound annualized total return (dividend reinvested) of iShares Core Growth Allocation ETF (AOR) is 8.156%. Its cumulative total return (dividend reinvested) is 266.109%.

From 11/11/2008 to 06/13/2025, the Maximum Drawdown of iShares Core Growth Allocation ETF (AOR) is 24.4%.

From 11/11/2008 to 06/13/2025, the Sharpe Ratio of iShares Core Growth Allocation ETF (AOR) is 0.56.

From 11/11/2008 to 06/13/2025, the Annualized Standard Deviation of iShares Core Growth Allocation ETF (AOR) is 13.1%.

From 11/11/2008 to 06/13/2025, the Beta of iShares Core Growth Allocation ETF (AOR) is 0.92.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
AOR (iShares Core Growth Allocation ETF) 4.75% 9.07% 10.72% 7.71% 6.49% 7.52% NA 8.45%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 2.18% 11.34% 18.45% 15.96% 12.99% 14.02% 10.37% 14.73%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 5.33% 9.75% 10.74% 7.58% 6.37% 7.24% 6.07% 8.29%
Data as of 06/13/2025, AR inception is 11/11/2008

Return Calculator for iShares Core Growth Allocation ETF (AOR)

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iShares Core Growth Allocation ETF (AOR) Historical Return Chart


Calculators


Dollar Cost Average Calculator for iShares Core Growth Allocation ETF (AOR)

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Retirement Spending Calculator for iShares Core Growth Allocation ETF (AOR)

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Rolling Returns


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 06/13/2025, the worst annualized return of 3-year rolling returns for iShares Core Growth Allocation ETF (AOR) is 1.08%.
From 11/11/2008 to 06/13/2025, the worst annualized return of 5-year rolling returns for iShares Core Growth Allocation ETF (AOR) is 2.65%.
From 11/11/2008 to 06/13/2025, the worst annualized return of 10-year rolling returns for iShares Core Growth Allocation ETF (AOR) is 4.88%.

Drawdowns


iShares Core Growth Allocation ETF (AOR) Maximum Drawdown




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