Performance analysis of AOK (ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF)
Annual Return
Over the past 3 years, AOK has had an average annual return of +8.54%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, AOK has had an average annual return of +3.42%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, AOK has had an average annual return of +4.90%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 10, 2008, AOK has had an average annual return of +5.35%, underperforming the benchmark SPY, which returned +14.61% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.86% | +11.26% | +6.57% | +10.85% | -14.16% | +4.87% | +9.32% | +13.89% | -3.08% | +9.70% | +5.04% | -1.01% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |||||
| +3.98% | +6.64% | +6.38% | +4.37% | +7.41% | +8% | +4.06% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.50% | +1.54% | -3.13% | +3.01% | +1.57% | +0.06% | -0.62% | +3.86% | |||||
| 2025 | +1.26% | +1.19% | -1.14% | +0.47% | +1.54% | +2.46% | +0.22% | +1.65% | +1.76% | +1.13% | +0.67% | -0.45% | +11.26% |
| 2024 | +0.08% | +0.52% | +1.60% | -2.63% | +2.43% | +1.17% | +2.16% | +1.72% | +1.55% | -2.14% | +1.91% | -1.83% | +6.57% |
| 2023 | +4.34% | -2.62% | +2.68% | +0.88% | -1.01% | +1.50% | +1.35% | -1.30% | -2.94% | -1.66% | +5.50% | +4.06% | +10.85% |
| 2022 | -2.75% | -1.81% | -1.23% | -4.95% | +0.67% | -3.74% | +3.78% | -3.36% | -5.37% | +1.24% | +5.14% | -2.19% | -14.16% |
| 2021 | -0.44% | -0.12% | +0.47% | +1.79% | +0.62% | +0.80% | +0.99% | +0.60% | -1.91% | +1.46% | -0.57% | +1.13% | +4.87% |
| 2020 | +0.72% | -1.46% | -5.83% | +4.58% | +2.07% | +1.50% | +2.45% | +1.44% | -1.18% | -0.77% | +4.27% | +1.59% | +9.32% |
| 2019 | +3.12% | +0.97% | +1.71% | +1.06% | -0.80% | +2.89% | +0.27% | +1.02% | +0.31% | +0.88% | +0.62% | +1.11% | +13.89% |
| 2018 | +1.01% | -1.91% | +0.07% | -0.56% | +0.35% | -0.06% | +0.94% | +0.72% | -0.29% | -2.91% | +0.87% | -1.28% | -3.08% |
| 2017 | +0.61% | +1.53% | +0.56% | +1.10% | +1.12% | +0.19% | +0.95% | +0.87% | +0.34% | +0.70% | +0.67% | +0.66% | +9.70% |
Drawdown analysis of AOK (ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF)
The maximum drawdown for the AOK was -18.94%, occurring on Oct 14, 2022. Recovery took 458 trading sessions.
The current AOK drawdown is -0.84%.
Since Nov 10, 2008 AOK has experienced the following drawdowns:
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.94% | Nov 5, 2021 | 236 | Oct 14, 2022 | 458 | Aug 13, 2024 | 694 |
| -14.55% | Feb 19, 2020 | 21 | Mar 19, 2020 | 55 | Jun 8, 2020 | 76 |
| -10.85% | Nov 25, 2008 | 1 | Nov 26, 2008 | 8 | Dec 9, 2008 | 9 |
| -9.06% | Dec 19, 2008 | 52 | Mar 9, 2009 | 43 | May 8, 2009 | 95 |
| -6.42% | Apr 24, 2015 | 186 | Jan 20, 2016 | 94 | Jun 3, 2016 | 280 |
| -6.15% | Jan 26, 2018 | 229 | Dec 24, 2018 | 55 | Mar 15, 2019 | 284 |
| -5.02% | Nov 14, 2008 | 4 | Nov 20, 2008 | 3 | Nov 25, 2008 | 7 |
| -4.96% | Feb 26, 2025 | 29 | Apr 8, 2025 | 24 | May 13, 2025 | 53 |
| -4.50% | Feb 25, 2026 | 22 | Mar 27, 2026 | 14 | Apr 17, 2026 | 36 |
| -4.43% | May 21, 2013 | 23 | Jun 24, 2013 | 60 | Sep 18, 2013 | 83 |
| -3.79% | May 8, 2009 | 3 | May 13, 2009 | 21 | Jun 12, 2009 | 24 |
| -3.68% | Jul 22, 2011 | 51 | Oct 4, 2011 | 18 | Oct 28, 2011 | 69 |
| -3.64% | Jun 12, 2009 | 19 | Jul 10, 2009 | 17 | Aug 4, 2009 | 36 |
| -3.50% | Dec 6, 2024 | 23 | Jan 13, 2025 | 30 | Feb 26, 2025 | 53 |
| -3.41% | Sep 7, 2016 | 60 | Dec 1, 2016 | 56 | Feb 23, 2017 | 116 |
| -3.24% | Dec 9, 2008 | 3 | Dec 12, 2008 | 5 | Dec 19, 2008 | 8 |
| -3.17% | Apr 29, 2010 | 19 | May 26, 2010 | 46 | Aug 2, 2010 | 65 |
| -3.02% | Sep 2, 2020 | 39 | Oct 28, 2020 | 10 | Nov 11, 2020 | 49 |
| -2.88% | Sep 3, 2014 | 31 | Oct 16, 2014 | 27 | Nov 24, 2014 | 58 |
| -2.53% | May 1, 2012 | 22 | Jun 1, 2012 | 32 | Jul 18, 2012 | 54 |
| -2.45% | Jun 8, 2020 | 3 | Jun 11, 2020 | 16 | Jul 6, 2020 | 19 |
| -2.45% | Feb 11, 2021 | 16 | Mar 8, 2021 | 25 | Apr 13, 2021 | 41 |
| -2.43% | Sep 27, 2024 | 25 | Nov 1, 2024 | 24 | Dec 6, 2024 | 49 |
| -2.39% | Sep 2, 2021 | 26 | Oct 11, 2021 | 19 | Nov 5, 2021 | 45 |
| -2.38% | Nov 8, 2011 | 12 | Nov 25, 2011 | 26 | Jan 4, 2012 | 38 |