Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AOK (iShares Core Conservative Allocation ETF) | 0.94% | 8.11% | 4.02% | 3.85% | 3.45% | 4.15% | NA | 4.87% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOK (iShares Core Conservative Allocation ETF) | 11/10/2008 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 11/10/2008.
AR inception is since 11/10/2008.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.57 | 8.11 | 4.02 | 3.85 | 3.45 | 4.15 | NA | 4.87 | 0.94 | 6.58 | 10.85 | -14.13 | 4.89 | 9.33 | 13.90 | -3.08 | 7.51 | 4.71 | -1.12 | 3.98 | 6.57 | 6.25 | 4.39 | 7.41 | 8.01 | 4.06 |
| Sharpe Ratio | NA | 0.25 | -0.04 | 0.18 | 0.26 | NA | NA | 0.48 | 0.01 | 0.00 | 1.00 | -1.54 | 1.02 | 0.81 | 3.41 | -0.89 | 1.93 | 0.90 | -0.22 | 0.94 | 1.42 | 1.62 | 0.89 | 1.33 | 0.69 | 0.69 |
| Standard Deviation(%) | NA | 6.95 | 7.82 | 7.18 | 6.70 | NA | NA | 7.76 | 9.15 | 5.70 | 6.68 | 10.08 | 4.75 | 11.24 | 3.66 | 4.94 | 3.58 | 5.03 | 5.20 | 4.23 | 4.62 | 3.87 | 4.90 | 5.50 | 11.42 | 48.02 |
| Draw Down(%) | NA | 5.40 | 10.47 | 18.92 | 18.92 | NA | NA | 18.92 | 5.40 | 2.99 | 6.36 | 18.54 | 2.45 | 14.54 | 1.29 | 6.15 | 2.12 | 3.41 | 5.47 | 2.89 | 4.43 | 2.54 | 3.68 | 3.17 | 8.49 | 10.83 |
| Yield(%) | 0.00 | 3.00 | 2.73 | 2.48 | 2.43 | 2.65 | 2.41 | 3.01 | 0.21 | 3.35 | 3.14 | 1.90 | 1.60 | 2.24 | 3.00 | 2.53 | 2.01 | 1.90 | 1.85 | 2.13 | 1.82 | 2.01 | 2.40 | 1.87 | 2.47 | 0.45 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOK (iShares Core Conservative Allocation ETF) |
-1.24%
Oct 2020 - Oct 2023 |
1.09%
Sep 2017 - Sep 2022 |
2.53%
Oct 2013 - Oct 2023 |
4.25%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOK (iShares Core Conservative Allocation ETF) |
9.97%
Feb 2009 - Feb 2012 |
8.22%
Feb 2009 - Feb 2014 |
5.53%
Feb 2009 - Feb 2019 |
4.93%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart