Performance analysis of EAOA (ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF)
Annual Return
Over the past 3 years, EAOA has had an average annual return of +15.10%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, EAOA has had an average annual return of +8.03%, underperforming the benchmark SPY, which returned +12.55% annual.
Since Jun 18, 2020, EAOA has had an average annual return of +11.58%, underperforming the benchmark SPY, which returned +16.96% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.42% | +18.41% | +13.78% | +18.28% | -17.77% | +14.52% | +19.78% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.32% | +1.11% | -5.32% | +7.87% | +4.04% | +0.18% | -1.56% | +8.42% | |||||
| 2025 | +2.66% | -0.36% | -3.16% | +0.39% | +4.54% | +4.12% | +0.77% | +2.42% | +3.26% | +1.98% | +0.04% | +0.60% | +18.41% |
| 2024 | +0.07% | +3.39% | +2.72% | -3.47% | +3.98% | +1.71% | +2.06% | +2.12% | +2.09% | -2.27% | +3.63% | -2.69% | +13.78% |
| 2023 | +6.74% | -2.88% | +2.67% | +1.01% | -0.98% | +4.66% | +2.79% | -2.31% | -4.25% | -2.60% | +8.10% | +4.88% | +18.28% |
| 2022 | -4.29% | -2.81% | +1% | -7.48% | +0.46% | -6.80% | +6.32% | -3.88% | -8.58% | +4.86% | +7.23% | -3.84% | -17.77% |
| 2021 | +0.12% | +1.80% | +1.96% | +3.34% | +1.31% | +1.32% | +0.57% | +2.02% | -3.52% | +4.21% | -2.08% | +2.86% | +14.52% |
| 2020 | -0.02% | +4.24% | +5.11% | -2.58% | -2.11% | +10.28% | +3.97% | +19.78% |
Drawdown analysis of EAOA (ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF)
The maximum drawdown for the EAOA was -25.07%, occurring on Oct 14, 2022. Recovery took 345 trading sessions.
The current EAOA drawdown is -2.07%.
Since Jun 18, 2020 EAOA has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.07% | Nov 8, 2021 | 235 | Oct 14, 2022 | 345 | Mar 1, 2024 | 580 |
| -13.85% | Feb 18, 2025 | 35 | Apr 8, 2025 | 28 | May 19, 2025 | 63 |
| -8.17% | Feb 25, 2026 | 23 | Mar 30, 2026 | 12 | Apr 16, 2026 | 35 |
| -6.55% | Sep 2, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -6.34% | Jul 16, 2024 | 14 | Aug 5, 2024 | 12 | Aug 21, 2024 | 26 |
| -4.77% | Mar 28, 2024 | 15 | Apr 19, 2024 | 17 | May 14, 2024 | 32 |
| -4.53% | Sep 3, 2021 | 20 | Oct 4, 2021 | 20 | Nov 1, 2021 | 40 |
| -4.44% | Dec 6, 2024 | 23 | Jan 13, 2025 | 22 | Feb 13, 2025 | 45 |
| -4.37% | Feb 12, 2021 | 13 | Mar 4, 2021 | 21 | Apr 5, 2021 | 34 |
| -4.21% | Oct 28, 2025 | 17 | Nov 20, 2025 | 13 | Dec 10, 2025 | 30 |
| -3.80% | Jun 2, 2026 | 6 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -3.43% | May 7, 2021 | 3 | May 12, 2021 | 13 | Jun 1, 2021 | 16 |
| -3.14% | Aug 30, 2024 | 4 | Sep 6, 2024 | 6 | Sep 16, 2024 | 10 |
| -3.09% | Jan 21, 2021 | 6 | Jan 29, 2021 | 5 | Feb 5, 2021 | 11 |
| -2.70% | Oct 14, 2024 | 13 | Oct 31, 2024 | 5 | Nov 7, 2024 | 18 |
| -2.63% | Jun 23, 2020 | 3 | Jun 26, 2020 | 4 | Jul 2, 2020 | 7 |
| -2.54% | Oct 6, 2025 | 4 | Oct 10, 2025 | 6 | Oct 20, 2025 | 10 |
| -2.44% | Jul 12, 2021 | 5 | Jul 19, 2021 | 8 | Jul 29, 2021 | 13 |
| -2.19% | Nov 7, 2024 | 6 | Nov 15, 2024 | 9 | Nov 29, 2024 | 15 |
| -2.14% | Jan 27, 2026 | 7 | Feb 5, 2026 | 2 | Feb 9, 2026 | 9 |
| -2.10% | Jul 25, 2025 | 5 | Aug 1, 2025 | 7 | Aug 12, 2025 | 12 |
| -1.97% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -1.90% | Dec 11, 2025 | 4 | Dec 17, 2025 | 4 | Dec 23, 2025 | 8 |
| -1.86% | Jan 12, 2026 | 5 | Jan 20, 2026 | 4 | Jan 26, 2026 | 9 |
| -1.83% | Jun 14, 2021 | 4 | Jun 18, 2021 | 5 | Jun 25, 2021 | 9 |