Performance analysis of AOA (ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF)
Annual Return
Over the past 3 years, AOA has had an average annual return of +15.63%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, AOA has had an average annual return of +8.84%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, AOA has had an average annual return of +10.23%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 11, 2008, AOA has had an average annual return of +10.44%, underperforming the benchmark SPY, which returned +14.81% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.09% | +19.58% | +13.54% | +18.27% | -16.23% | +15.41% | +12.81% | +22.61% | -7.87% | +20.05% | +7.76% | -1.08% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |||||
| +6.01% | +22.42% | +15.03% | -1.74% | +16.74% | +25.80% | -2.55% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.58% | +1.64% | -5.24% | +7.31% | +3.66% | -0.53% | -0.21% | +9.09% | |||||
| 2025 | +2.42% | +0.11% | -2.61% | +0.50% | +4.58% | +4.03% | +0.86% | +2.44% | +3.05% | +1.72% | +0.39% | +0.74% | +19.58% |
| 2024 | +0.10% | +3.32% | +2.87% | -3.25% | +3.98% | +1.48% | +2.04% | +2.13% | +2% | -2.32% | +3.29% | -2.52% | +13.54% |
| 2023 | +6.64% | -3.01% | +2.90% | +1.20% | -1.12% | +4.56% | +2.85% | -2.35% | -3.99% | -2.53% | +7.85% | +4.78% | +18.27% |
| 2022 | -3.86% | -2.60% | +1.10% | -6.97% | +0.58% | -6.93% | +6.05% | -3.92% | -8.35% | +5.10% | +7.34% | -3.55% | -16.23% |
| 2021 | -0.31% | +1.88% | +2.68% | +3.37% | +1.49% | +0.78% | +0.84% | +2.02% | -3.43% | +4.05% | -1.86% | +3.18% | +15.41% |
| 2020 | -1.07% | -6.15% | -11.87% | +8.70% | +4.07% | +2.58% | +4.08% | +4.85% | -2.52% | -1.92% | +9.68% | +3.83% | +12.81% |
| 2019 | +6.51% | +2.01% | +1.46% | +2.90% | -4.57% | +5.29% | -0.14% | -1.01% | +1.74% | +2.09% | +1.90% | +2.82% | +22.61% |
| 2018 | +4.17% | -3.76% | -0.96% | +0.22% | +0.41% | -0.54% | +2.54% | +0.70% | -0.02% | -6.30% | +1.51% | -5.60% | -7.87% |
| 2017 | +2.03% | +2.43% | +1.20% | +1.56% | +1.82% | +0.54% | +2.14% | +0.48% | +1.59% | +1.71% | +1.64% | +1.29% | +20.05% |
Drawdown analysis of AOA (ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF)
The maximum drawdown for the AOA was -28.38%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The current AOA drawdown is -1.26%.
Since Nov 11, 2008 AOA has experienced the following drawdowns:
- 20% or more: 4 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.38% | Feb 12, 2020 | 27 | Mar 23, 2020 | 107 | Aug 24, 2020 | 134 |
| -24.37% | Nov 11, 2008 | 79 | Mar 9, 2009 | 41 | May 6, 2009 | 120 |
| -23.63% | Jan 4, 2022 | 196 | Oct 14, 2022 | 329 | Feb 7, 2024 | 525 |
| -20.16% | Apr 29, 2011 | 108 | Oct 3, 2011 | 111 | Mar 13, 2012 | 219 |
| -16.11% | Jan 26, 2018 | 229 | Dec 24, 2018 | 130 | Jul 2, 2019 | 359 |
| -15.04% | May 21, 2015 | 183 | Feb 11, 2016 | 126 | Aug 11, 2016 | 309 |
| -13.97% | Apr 14, 2010 | 54 | Jun 30, 2010 | 73 | Oct 13, 2010 | 127 |
| -12.94% | Feb 18, 2025 | 35 | Apr 8, 2025 | 26 | May 15, 2025 | 61 |
| -9.16% | Apr 2, 2012 | 43 | Jun 4, 2012 | 66 | Sep 6, 2012 | 109 |
| -8.35% | Jan 14, 2010 | 16 | Feb 8, 2010 | 20 | Mar 9, 2010 | 36 |
| -8.20% | Feb 25, 2026 | 23 | Mar 30, 2026 | 13 | Apr 17, 2026 | 36 |
| -7.36% | Sep 5, 2014 | 26 | Oct 13, 2014 | 30 | Nov 24, 2014 | 56 |
| -6.88% | Jun 2, 2009 | 25 | Jul 8, 2009 | 8 | Jul 20, 2009 | 33 |
| -6.59% | May 21, 2013 | 23 | Jun 24, 2013 | 19 | Jul 22, 2013 | 42 |
| -6.25% | Sep 2, 2020 | 15 | Sep 24, 2020 | 32 | Nov 9, 2020 | 47 |
| -6.24% | Jul 16, 2024 | 14 | Aug 5, 2024 | 12 | Aug 21, 2024 | 26 |
| -5.90% | Oct 19, 2009 | 9 | Oct 30, 2009 | 11 | Nov 16, 2009 | 20 |
| -5.66% | Feb 17, 2011 | 18 | Mar 16, 2011 | 12 | Apr 1, 2011 | 30 |
| -5.52% | Sep 14, 2012 | 42 | Nov 15, 2012 | 22 | Dec 18, 2012 | 64 |
| -5.33% | Jan 22, 2014 | 8 | Feb 3, 2014 | 14 | Feb 24, 2014 | 22 |
| -4.95% | Jul 3, 2019 | 29 | Aug 14, 2019 | 45 | Oct 17, 2019 | 74 |
| -4.80% | Nov 26, 2014 | 13 | Dec 16, 2014 | 34 | Feb 5, 2015 | 47 |
| -4.52% | May 8, 2009 | 3 | May 13, 2009 | 11 | May 29, 2009 | 14 |
| -4.46% | Mar 27, 2024 | 16 | Apr 19, 2024 | 17 | May 14, 2024 | 33 |
| -4.41% | Nov 5, 2010 | 7 | Nov 16, 2010 | 17 | Dec 10, 2010 | 24 |