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 |
|---|---|---|---|---|---|---|---|---|
| AOR (iShares Core Growth Allocation ETF) | -0.07% | 8.89% | 6.02% | 7.86% | 5.74% | 6.74% | NA | 8.13% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOR (iShares Core Growth Allocation ETF) | 11/11/2008 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 11/11/2008.
AR inception is since 11/11/2008.
| 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 (%) | 3.94 | 8.89 | 6.02 | 7.86 | 5.74 | 6.74 | NA | 8.13 | -0.07 | 10.68 | 15.74 | -15.65 | 11.18 | 11.41 | 18.91 | -5.83 | 15.80 | 6.27 | -1.07 | 6.43 | 15.65 | 11.44 | 1.12 | 11.12 | 18.98 | 4.43 |
| Sharpe Ratio | NA | 0.23 | 0.14 | 0.49 | 0.38 | NA | NA | 0.52 | -0.20 | 0.52 | 1.24 | -1.15 | 1.38 | 0.59 | 2.53 | -0.78 | 3.38 | 0.68 | -0.12 | 0.87 | 2.07 | 1.41 | 0.08 | 0.93 | 1.03 | 0.49 |
| Standard Deviation(%) | NA | 10.95 | 11.52 | 11.06 | 10.82 | NA | NA | 13.11 | 15.49 | 7.93 | 9.34 | 14.92 | 8.07 | 18.95 | 6.93 | 9.23 | 4.50 | 8.96 | 9.22 | 7.38 | 7.54 | 8.17 | 14.36 | 11.87 | 18.37 | 77.98 |
| Draw Down(%) | NA | 10.15 | 13.20 | 21.72 | 22.95 | NA | NA | 24.44 | 10.15 | 4.34 | 8.15 | 21.48 | 3.44 | 22.95 | 3.21 | 12.29 | 1.33 | 6.35 | 8.79 | 5.32 | 5.97 | 6.24 | 12.63 | 8.83 | 17.22 | 16.22 |
| Yield(%) | 0.00 | 2.42 | 2.39 | 2.56 | 2.75 | 3.31 | 3.34 | 4.17 | 0.00 | 2.88 | 2.80 | 1.75 | 1.79 | 2.05 | 2.97 | 2.28 | 4.98 | 1.89 | 2.05 | 2.21 | 2.15 | 2.25 | 2.37 | 1.98 | 2.38 | 0.70 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOR (iShares Core Growth Allocation ETF) |
1.08%
Sep 2019 - Sep 2022 |
2.65%
Sep 2017 - Sep 2022 |
4.88%
Oct 2013 - Oct 2023 |
6.96%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOR (iShares Core Growth Allocation ETF) |
17.24%
Feb 2009 - Feb 2012 |
14.62%
Feb 2009 - Feb 2014 |
9.79%
Feb 2009 - Feb 2019 |
8.73%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart