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AOA: iShares Core Aggressive Allocation ETF (ETF)
Basic Info 95.85 2.48(2.52%) June 05
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 11/11/2008 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 2.16% |
| Expenses | 0.15% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/11/2008 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | 7.0 | 21.2 | 16.5 | 8.6 | 10.3 | 9.3 | 10.4 | 19.6 | 13.6 | 18.3 | -16.2 | 15.4 | 12.8 | 22.6 | -7.9 | 20.0 | 7.4 | -1.1 | 6.0 | 22.4 | 15.0 | -1.7 | 16.7 | 25.8 | -2.5 |
| Sharpe Ratio | NA | 1.73 | 2.08 | 1.27 | 0.52 | 0.66 | NA | 0.62 | 1.25 | 1.02 | 1.41 | -0.97 | 1.51 | 0.5 | 2.32 | -0.76 | 3.48 | 0.59 | -0.09 | 0.62 | 2.3 | 1.34 | -0.08 | 0.92 | 1.09 | -0.31 |
| Draw Down(%) | NA | 8.2 | 8.2 | 12.9 | 23.6 | 28.4 | NA | 28.4 | 12.9 | 6.2 | 9.7 | 23.6 | 4.3 | 28.4 | 5.0 | 16.1 | 1.6 | 8.8 | 11.7 | 7.4 | 6.6 | 9.2 | 20.1 | 14.0 | 23.9 | 20.4 |
| Standard Deviation(%) | NA | 13.0 | 10.6 | 11.6 | 13.0 | 13.6 | NA | 15.4 | 13.5 | 9.8 | 10.5 | 18.3 | 10.2 | 24.8 | 9.1 | 12.2 | 5.6 | 12.0 | 12.4 | 9.6 | 9.7 | 11.3 | 22.0 | 18.2 | 23.5 | 55.8 |
| Treynor Ratio | NA | 0.16 | 0.17 | 0.13 | 0.06 | 0.08 | NA | 0.08 | 0.15 | 0.1 | 0.14 | -0.16 | 0.14 | 0.11 | 0.17 | -0.08 | 0.16 | 0.05 | -0.01 | 0.04 | 0.16 | 0.1 | -0.01 | 0.1 | 0.21 | -0.17 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | -0.01 | 0.01 | -0.02 | -0.01 | 0.01 | -0.01 | -0.02 | -0.01 | -0.02 | 0.01 | -0.02 | -0.01 | -0.03 | -0.01 | -0.01 | -0.03 | -0.01 | 0.01 | -0.13 |
| Beta | NA | 1.37 | 1.29 | 1.15 | 1.13 | 1.15 | NA | 1.23 | 1.13 | 1.0 | 1.07 | 1.11 | 1.09 | 1.13 | 1.23 | 1.2 | 1.25 | 1.46 | 1.35 | 1.39 | 1.38 | 1.47 | 1.53 | 1.62 | 1.22 | 1.04 |
| RSquared | NA | 0.94 | 0.92 | 0.93 | 0.93 | 0.9 | NA | 0.82 | 0.93 | 0.81 | 0.85 | 0.95 | 0.8 | 0.89 | 0.92 | 0.92 | 0.8 | 0.9 | 0.89 | 0.93 | 0.94 | 0.91 | 0.9 | 0.9 | 0.74 | 0.44 |
| Yield(%) | N/A | 0.0 | 2.1 | 2.6 | 2.2 | 3.3 | 3.7 | N/A | 2.6 | 2.6 | 2.6 | 1.7 | 1.9 | 1.9 | 3.0 | 2.1 | 5.8 | 2.0 | 2.1 | 2.3 | 2.2 | 2.4 | 2.1 | 1.8 | 2.5 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | -2.4 | 40.8 | 1.9 | N/A | N/A | N/A | 10.7 | 14.7 | 22.1 | 3.4 | 10.6 | -24.2 | 26.1 | -58.1 | 203.1 | -6.0 | -4.5 | 22.6 | 1.6 | 11.0 | 30.2 | -8.5 | 255.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/11/2008
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See Aggressive Allocation Asset Class Trend Rankings |
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