Performance analysis of AOR (ISHARES CORE GROWTH ALLOCATION ETF)
Annual Return
Over the past 3 years, AOR has had an average annual return of +14.44%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, AOR has had an average annual return of +7.20%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, AOR has had an average annual return of +8.46%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 11, 2008, AOR has had an average annual return of +8.81%, underperforming the benchmark SPY, which returned +15.01% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.96% | +16.43% | +10.67% | +15.76% | -15.65% | +11.18% | +11.41% | +18.91% | -5.83% | +15.80% | +6.68% | -1.08% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |||||
| +6.43% | +15.66% | +11.44% | +1.13% | +11.12% | +18.98% | +4.43% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.08% | +1.51% | -4.47% | +5.70% | +2.84% | +0.35% | +7.96% | ||||||
| 2025 | +2.06% | +0.53% | -2.11% | +0.52% | +3.39% | +3.36% | +0.59% | +2.21% | +2.48% | +1.52% | +0.55% | +0.35% | +16.43% |
| 2024 | -0.02% | +2.24% | +2.39% | -3.01% | +3.46% | +1.22% | +2.10% | +1.98% | +1.79% | -2.25% | +2.69% | -2.13% | +10.67% |
| 2023 | +6.17% | -2.82% | +2.82% | +1.12% | -1.15% | +3.29% | +2.22% | -1.93% | -3.48% | -2.20% | +6.86% | +4.51% | +15.76% |
| 2022 | -3.38% | -2.00% | -0.17% | -6.04% | +0.50% | -5.53% | +5.15% | -3.79% | -7.09% | +3.19% | +6.89% | -3.51% | -15.65% |
| 2021 | -0.29% | +1.17% | +1.71% | +2.68% | +1.29% | +0.74% | +0.81% | +1.64% | -2.85% | +2.84% | -1.18% | +2.24% | +11.18% |
| 2020 | -0.42% | -4.07% | -9.45% | +6.55% | +3.46% | +2.16% | +3.52% | +3.46% | -1.87% | -1.61% | +7.54% | +2.85% | +11.41% |
| 2019 | +4.92% | +1.61% | +1.50% | +2.25% | -3.05% | +4.33% | -0.13% | -0.04% | +1.19% | +1.55% | +1.42% | +2.15% | +18.91% |
| 2018 | +2.92% | -3.27% | -0.33% | -0.13% | +0.50% | -0.47% | +2.03% | +0.62% | -0.06% | -4.90% | +1.17% | -3.74% | -5.83% |
| 2017 | +1.31% | +2.17% | +0.93% | +1.38% | +1.52% | +0.32% | +1.92% | +0.48% | +1.12% | +1.41% | +1.19% | +1.03% | +15.80% |
Drawdown analysis of AOR (ISHARES CORE GROWTH ALLOCATION ETF)
The maximum drawdown for the AOR was -24.45%, occurring on Mar 9, 2009. Recovery took 110 trading sessions.
Since Nov 11, 2008 AOR has experienced the following drawdowns:
- 20% or more: 3 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.45% | Nov 28, 2008 | 67 | Mar 9, 2009 | 110 | Aug 13, 2009 | 177 |
| -22.95% | Feb 12, 2020 | 27 | Mar 23, 2020 | 94 | Aug 5, 2020 | 121 |
| -21.73% | Nov 8, 2021 | 235 | Oct 14, 2022 | 345 | Mar 1, 2024 | 580 |
| -13.46% | Nov 13, 2008 | 6 | Nov 21, 2008 | 4 | Nov 28, 2008 | 10 |
| -12.62% | Apr 29, 2011 | 108 | Oct 3, 2011 | 85 | Feb 3, 2012 | 193 |
| -12.28% | Jan 26, 2018 | 229 | Dec 24, 2018 | 86 | Apr 30, 2019 | 315 |
| -11.28% | May 21, 2015 | 183 | Feb 11, 2016 | 115 | Jul 27, 2016 | 298 |
| -9.77% | Feb 18, 2025 | 35 | Apr 8, 2025 | 26 | May 15, 2025 | 61 |
| -8.82% | Apr 23, 2010 | 49 | Jul 2, 2010 | 65 | Oct 5, 2010 | 114 |
| -6.64% | Feb 25, 2026 | 22 | Mar 27, 2026 | 14 | Apr 17, 2026 | 36 |
| -6.24% | Apr 2, 2012 | 43 | Jun 4, 2012 | 52 | Aug 16, 2012 | 95 |
| -6.05% | Jan 14, 2010 | 16 | Feb 8, 2010 | 25 | Mar 16, 2010 | 41 |
| -5.97% | May 21, 2013 | 23 | Jun 24, 2013 | 28 | Aug 2, 2013 | 51 |
| -5.32% | Sep 5, 2014 | 29 | Oct 16, 2014 | 26 | Nov 21, 2014 | 55 |
| -5.11% | Sep 2, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -4.34% | Sep 14, 2012 | 42 | Nov 15, 2012 | 22 | Dec 18, 2012 | 64 |
| -4.34% | Jul 16, 2024 | 16 | Aug 7, 2024 | 8 | Aug 19, 2024 | 24 |
| -4.17% | Oct 19, 2009 | 10 | Nov 2, 2009 | 10 | Nov 16, 2009 | 20 |
| -4.07% | Dec 6, 2024 | 23 | Jan 13, 2025 | 22 | Feb 13, 2025 | 45 |
| -3.84% | Mar 27, 2024 | 16 | Apr 19, 2024 | 17 | May 14, 2024 | 33 |
| -3.73% | Jan 22, 2014 | 8 | Feb 3, 2014 | 10 | Feb 18, 2014 | 18 |
| -3.61% | Nov 26, 2014 | 13 | Dec 16, 2014 | 24 | Jan 22, 2015 | 37 |
| -3.41% | Sep 7, 2016 | 42 | Nov 4, 2016 | 41 | Jan 5, 2017 | 83 |
| -3.39% | Sep 3, 2021 | 20 | Oct 4, 2021 | 22 | Nov 3, 2021 | 42 |
| -3.31% | Feb 18, 2011 | 17 | Mar 16, 2011 | 10 | Mar 30, 2011 | 27 |