Performance analysis of AOM (ISHARES CORE 40/60 MODERATE ALLOCATION ETF)
Annual Return
Over the past 3 years, AOM has had an average annual return of +9.88%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, AOM has had an average annual return of +4.52%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, AOM has had an average annual return of +5.98%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 11, 2008, AOM has had an average annual return of +6.66%, underperforming the benchmark SPY, which returned +14.81% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.50% | +13.28% | +7.93% | +12.40% | -14.54% | +6.93% | +10.02% | +15.58% | -3.88% | +11.63% | +5.70% | -1.29% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |||||
| +4.66% | +10.25% | +8.42% | +2.30% | +7.86% | +13.23% | +7.29% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.46% | +1.47% | -3.60% | +3.91% | +2% | +0.02% | -0.67% | +4.50% | |||||
| 2025 | +1.47% | +0.89% | -1.33% | +0.56% | +2.05% | +2.81% | +0.31% | +1.72% | +2.10% | +1.24% | +0.46% | +0.29% | +13.28% |
| 2024 | +0.04% | +1.08% | +1.91% | -2.70% | +2.68% | +1.15% | +2.15% | +1.79% | +1.67% | -2.25% | +2.10% | -1.77% | +7.93% |
| 2023 | +5.08% | -2.78% | +2.65% | +0.91% | -1.20% | +2.18% | +1.63% | -1.37% | -3.16% | -1.83% | +6.03% | +4.15% | +12.40% |
| 2022 | -2.95% | -1.88% | -0.76% | -5.39% | +0.54% | -4.39% | +4.23% | -3.37% | -6.08% | +2.07% | +5.51% | -2.39% | -14.54% |
| 2021 | -0.41% | +0.16% | +1.07% | +2.17% | +0.72% | +0.78% | +1.07% | +0.88% | -2.19% | +1.91% | -0.77% | +1.41% | +6.93% |
| 2020 | +0.20% | -2.44% | -6.35% | +4.60% | +2.70% | +1.55% | +3.01% | +2.06% | -1.44% | -1.14% | +5.17% | +2.25% | +10.02% |
| 2019 | +3.72% | +1.16% | +1.66% | +1.51% | -1.56% | +3.17% | +0.41% | +0.54% | +0.61% | +0.93% | +1.01% | +1.48% | +15.58% |
| 2018 | +1.76% | -2.32% | -0.10% | -0.36% | +0.53% | -0.37% | +1.42% | +0.50% | -0.18% | -3.62% | +1.13% | -2.19% | -3.88% |
| 2017 | +0.97% | +1.77% | +0.41% | +1.18% | +1.50% | +0.22% | +1.36% | +0.59% | +0.61% | +0.93% | +0.87% | +0.66% | +11.63% |
Drawdown analysis of AOM (ISHARES CORE 40/60 MODERATE ALLOCATION ETF)
The maximum drawdown for the AOM was -19.97%, occurring on Oct 14, 2022. Recovery took 420 trading sessions.
The current AOM drawdown is -0.93%.
Since Nov 11, 2008 AOM has experienced the following drawdowns:
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.97% | Nov 5, 2021 | 236 | Oct 14, 2022 | 420 | Jun 18, 2024 | 656 |
| -16.90% | Feb 14, 2020 | 23 | Mar 19, 2020 | 81 | Jul 15, 2020 | 104 |
| -15.69% | Jan 5, 2009 | 43 | Mar 9, 2009 | 95 | Jul 23, 2009 | 138 |
| -10.26% | Nov 24, 2008 | 2 | Nov 26, 2008 | 7 | Dec 8, 2008 | 9 |
| -8.41% | Nov 19, 2008 | 2 | Nov 21, 2008 | 1 | Nov 24, 2008 | 3 |
| -8.06% | Jan 26, 2018 | 229 | Dec 24, 2018 | 65 | Mar 29, 2019 | 294 |
| -7.85% | Apr 27, 2015 | 185 | Jan 20, 2016 | 97 | Jun 8, 2016 | 282 |
| -7.34% | Jul 22, 2011 | 51 | Oct 4, 2011 | 79 | Jan 27, 2012 | 130 |
| -6.54% | Feb 14, 2025 | 36 | Apr 8, 2025 | 26 | May 15, 2025 | 62 |
| -5.81% | Apr 15, 2010 | 36 | Jun 7, 2010 | 73 | Sep 20, 2010 | 109 |
| -5.26% | May 21, 2013 | 23 | Jun 24, 2013 | 60 | Sep 18, 2013 | 83 |
| -5.11% | Feb 25, 2026 | 22 | Mar 27, 2026 | 14 | Apr 17, 2026 | 36 |
| -4.29% | Jan 14, 2010 | 16 | Feb 8, 2010 | 25 | Mar 16, 2010 | 41 |
| -4.27% | Apr 2, 2012 | 42 | Jun 1, 2012 | 45 | Aug 6, 2012 | 87 |
| -4.07% | Dec 10, 2008 | 3 | Dec 15, 2008 | 10 | Dec 30, 2008 | 13 |
| -3.89% | Dec 8, 2008 | 1 | Dec 9, 2008 | 1 | Dec 10, 2008 | 2 |
| -3.87% | Sep 3, 2014 | 28 | Oct 13, 2014 | 30 | Nov 24, 2014 | 58 |
| -3.82% | Sep 2, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -3.57% | Dec 6, 2024 | 23 | Jan 13, 2025 | 23 | Feb 14, 2025 | 46 |
| -3.13% | Sep 7, 2016 | 48 | Nov 14, 2016 | 60 | Feb 10, 2017 | 108 |
| -2.87% | Apr 29, 2011 | 33 | Jun 16, 2011 | 25 | Jul 22, 2011 | 58 |
| -2.81% | Oct 19, 2009 | 10 | Nov 2, 2009 | 7 | Nov 11, 2009 | 17 |
| -2.78% | Sep 2, 2021 | 27 | Oct 12, 2021 | 17 | Nov 4, 2021 | 44 |
| -2.77% | Nov 26, 2014 | 13 | Dec 16, 2014 | 26 | Jan 26, 2015 | 39 |
| -2.77% | Nov 4, 2010 | 17 | Nov 30, 2010 | 23 | Jan 3, 2011 | 40 |