Performance analysis of EAOK (ISHARES ESG AWARE 30/70 CONSERVATIVE ALLOCATION ETF)
Annual Return
Over the past 3 years, EAOK has had an average annual return of +8.05%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, EAOK has had an average annual return of +2.84%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Jun 18, 2020, EAOK has had an average annual return of +4.24%, underperforming the benchmark SPY, which returned +17.11% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.41% | +11.47% | +5.81% | +10.14% | -14.92% | +4.32% | +8% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.03% | +1.42% | -3.10% | +2.96% | +1.70% | +0.25% | -0.79% | +3.41% | |||||
| 2025 | +1.29% | +1.24% | -1.21% | +0.45% | +1.18% | +2.61% | +0.16% | +1.68% | +1.92% | +1.23% | +0.37% | +0.04% | +11.47% |
| 2024 | -0.16% | +0.55% | +1.53% | -2.90% | +2.50% | +1.25% | +2.14% | +1.82% | +1.60% | -2.46% | +2.05% | -2.06% | +5.81% |
| 2023 | +4.53% | -2.72% | +2.70% | +0.70% | -1.03% | +1.48% | +1% | -1.26% | -3.22% | -1.95% | +5.84% | +4.13% | +10.14% |
| 2022 | -2.93% | -1.75% | -1.35% | -5.27% | +0.62% | -3.51% | +3.93% | -3.40% | -5.78% | +0.83% | +5.05% | -1.87% | -14.92% |
| 2021 | -0.42% | -0.22% | +0.13% | +1.80% | +0.61% | +0.98% | +0.93% | +0.62% | -1.95% | +1.61% | -0.64% | +0.86% | +4.32% |
| 2020 | +0.17% | +2.47% | +1.59% | -1.18% | -1.21% | +4.46% | +1.57% | +8% |
Drawdown analysis of EAOK (ISHARES ESG AWARE 30/70 CONSERVATIVE ALLOCATION ETF)
The maximum drawdown for the EAOK was -19.92%, occurring on Oct 20, 2022. Recovery took 476 trading sessions.
The current EAOK drawdown is -0.87%.
Since Jun 18, 2020 EAOK has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.92% | Nov 9, 2021 | 238 | Oct 20, 2022 | 476 | Sep 13, 2024 | 714 |
| -5.30% | Dec 6, 2024 | 82 | Apr 8, 2025 | 27 | May 16, 2025 | 109 |
| -4.44% | Feb 27, 2026 | 20 | Mar 27, 2026 | 14 | Apr 17, 2026 | 34 |
| -3.24% | Sep 2, 2020 | 41 | Oct 30, 2020 | 10 | Nov 13, 2020 | 51 |
| -2.83% | Feb 12, 2021 | 13 | Mar 4, 2021 | 29 | Apr 15, 2021 | 42 |
| -2.73% | Sep 27, 2024 | 25 | Nov 1, 2024 | 24 | Dec 6, 2024 | 49 |
| -2.40% | Sep 2, 2021 | 26 | Oct 11, 2021 | 19 | Nov 5, 2021 | 45 |
| -2.05% | Oct 28, 2025 | 17 | Nov 20, 2025 | 23 | Dec 24, 2025 | 40 |
| -1.74% | May 7, 2021 | 3 | May 12, 2021 | 13 | Jun 1, 2021 | 16 |
| -1.74% | Jun 2, 2026 | 6 | Jun 10, 2026 | 16 | Jul 6, 2026 | 22 |
| -1.57% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -1.30% | Jan 25, 2021 | 4 | Jan 29, 2021 | 6 | Feb 8, 2021 | 10 |
| -1.12% | Jul 6, 2026 | 10 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -0.95% | Jan 14, 2026 | 3 | Jan 20, 2026 | 4 | Jan 26, 2026 | 7 |
| -0.94% | Apr 17, 2026 | 8 | Apr 29, 2026 | 5 | May 6, 2026 | 13 |
| -0.91% | Jun 23, 2020 | 3 | Jun 26, 2020 | 3 | Jul 1, 2020 | 6 |
| -0.89% | May 19, 2025 | 2 | May 21, 2025 | 6 | May 30, 2025 | 8 |
| -0.84% | Oct 8, 2025 | 2 | Oct 10, 2025 | 4 | Oct 16, 2025 | 6 |
| -0.75% | Jul 3, 2025 | 7 | Jul 15, 2025 | 4 | Jul 21, 2025 | 11 |
| -0.74% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -0.69% | Aug 3, 2021 | 12 | Aug 19, 2021 | 6 | Aug 27, 2021 | 18 |
| -0.68% | Jan 27, 2026 | 7 | Feb 5, 2026 | 1 | Feb 6, 2026 | 8 |
| -0.64% | Aug 28, 2025 | 2 | Sep 2, 2025 | 2 | Sep 4, 2025 | 4 |
| -0.60% | Sep 16, 2025 | 7 | Sep 25, 2025 | 4 | Oct 1, 2025 | 11 |
| -0.59% | Jun 11, 2021 | 5 | Jun 18, 2021 | 6 | Jun 28, 2021 | 11 |