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AOR: iShares Core Growth Allocation ETF (ETF)
Basic Info 54.74 0.43(0.79%) May 03
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (92%) |
Start Date: | 11/11/2008 |
Last Dividend Date: | 04/02/2024 |
12-Mo. Yield | 2.45% |
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 | 3.3 | 12.4 | 2.0 | 6.2 | 5.9 | 8.0 | 8.0 | 15.8 | -15.6 | 11.2 | 11.4 | 18.9 | -5.8 | 15.8 | 6.3 | -1.1 | 6.4 | 15.7 | 11.4 | 1.1 | 11.1 | 19.0 | 4.4 |
Sharpe Ratio | NA | 0.48 | 0.98 | -0.06 | 0.35 | 0.46 | NA | 0.54 | 1.24 | -1.15 | 1.39 | 0.59 | 2.53 | -0.77 | 3.38 | 0.68 | -0.12 | 0.87 | 2.07 | 1.41 | 0.08 | 0.93 | 1.03 | 0.49 |
Draw Down(%) | NA | 3.8 | 8.2 | 21.7 | 22.9 | 22.9 | NA | 24.4 | 8.2 | 21.5 | 3.4 | 22.9 | 3.2 | 12.3 | 1.3 | 6.4 | 8.8 | 5.3 | 6.0 | 6.2 | 12.6 | 8.8 | 17.2 | 16.2 |
Standard Deviation(%) | NA | 7.6 | 8.3 | 11.0 | 12.5 | 10.5 | NA | 13.2 | 9.3 | 14.9 | 8.1 | 18.9 | 6.9 | 9.2 | 4.5 | 9.0 | 9.2 | 7.4 | 7.5 | 8.2 | 14.4 | 11.9 | 18.4 | 78.0 |
Treynor Ratio | NA | 0.04 | 0.09 | -0.01 | 0.05 | 0.05 | NA | 0.08 | 0.12 | -0.19 | 0.12 | 0.12 | 0.19 | -0.08 | 0.15 | 0.06 | -0.01 | 0.06 | 0.15 | 0.11 | 0.01 | 0.1 | 0.21 | 0.5 |
Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.01 | 0.16 |
Beta | NA | 0.9 | 0.93 | 0.91 | 0.9 | 0.92 | NA | 0.93 | 0.95 | 0.9 | 0.9 | 0.89 | 0.92 | 0.89 | 0.98 | 1.07 | 1.0 | 1.07 | 1.05 | 1.07 | 1.03 | 1.08 | 0.9 | 0.76 |
RSquared | NA | 0.94 | 0.88 | 0.91 | 0.93 | 0.91 | NA | 0.66 | 0.85 | 0.94 | 0.88 | 0.95 | 0.9 | 0.9 | 0.77 | 0.88 | 0.88 | 0.94 | 0.91 | 0.92 | 0.95 | 0.93 | 0.65 | 0.11 |
Yield(%) | N/A | 0.4 | 2.7 | 2.0 | 2.4 | 2.8 | 3.8 | N/A | 2.8 | 1.7 | 1.8 | 2.0 | 3.0 | 2.3 | 5.0 | 1.9 | 2.0 | 2.2 | 2.2 | 2.3 | 2.4 | 2.0 | 2.3 | 0.7 |
Dividend Growth(%) | N/A | -83.5 | 28.6 | 6.3 | -0.2 | N/A | N/A | N/A | 33.0 | 6.4 | -4.1 | -19.7 | 18.4 | -49.0 | 180.6 | -12.2 | -3.5 | 13.3 | 5.6 | -5.3 | 27.1 | 0.0 | 247.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/11/2008
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