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AOM: iShares Core Moderate Allocation ETF (ETF)
Basic Info 42.04 0.32(0.77%) May 03
Asset Class: | Conservative Allocation |
MyPlanIQ Rating: | (83%) |
Start Date: | 11/11/2008 |
Last Dividend Date: | 04/02/2024 |
12-Mo. Yield | 2.76% |
Expenses | 0.15% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 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 | 1.8 | 8.6 | 0.4 | 4.3 | 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 | -0.19 | 0.65 | -0.26 | 0.26 | 0.41 | NA | 0.53 | 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 | 6.3 | 6.8 | 8.5 | 9.3 | 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 | -0.01 | 0.06 | -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 | 0.9 | 0.69 | 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 |
RSquared | NA | 0.73 | 0.59 | 0.73 | 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 | 2.4 | 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 | 29.3 | 1.4 | 9.6 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/11/2008
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See Conservative Allocation Asset Class Trend Rankings |
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Best ETFs
- AOK (iShares Core Conservative Allocation ETF) 0.67% (83%)
- AOM (iShares Core Moderate Allocation ETF) 0.77% (83%)
- PCEF (Invesco CEF Income Composite ETF) 0.83% (29%)
- IYLD (iShares Morningstar Multi-Asset Income ETF) 0.56% (26%)
Best Closed End Funds
- CSQ (Calamos Strategic Total Return Closed Fund) 0.95% (100%)
- FOF (Cohen & Steers Closed End Opportunity Closed Fund) 1.57% (99%)
- FT (Franklin Universal Closed Fund) 0.76% (99%)
- PDT (John Hancock Premium Dividend Fund) 1.82% (99%)
- MFV (MFS Special Value Trust) (99%)
- TPZ (Tortoise Power and Energy Infrastructure Closed Fund) 0.33% (27%)