Performance analysis of EAOM (ISHARES ESG AWARE MODERATE ALLOCATION ETF)
Annual Return
Over the past 3 years, EAOM has had an average annual return of +10.48%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, EAOM has had an average annual return of +4.28%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Jun 18, 2020, EAOM has had an average annual return of +5.95%, underperforming the benchmark SPY, which returned +17.63% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.08% | +12.88% | +7.28% | +11.84% | -15.48% | +6.38% | +10.30% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.29% | +1.37% | -3.55% | +3.95% | +2.18% | -0.09% | +5.08% | ||||||
| 2025 | +1.53% | +0.91% | -1.58% | +0.47% | +1.89% | +2.87% | +0.28% | +1.88% | +2.18% | +1.38% | +0.31% | +0.14% | +12.88% |
| 2024 | -0.18% | +1.06% | +1.82% | -3.02% | +2.76% | +1.37% | +2.18% | +1.83% | +1.70% | -2.46% | +2.41% | -2.19% | +7.28% |
| 2023 | +4.98% | -2.77% | +2.69% | +0.76% | -1.01% | +2.12% | +1.35% | -1.47% | -3.43% | -2.09% | +6.31% | +4.36% | +11.84% |
| 2022 | -3.21% | -1.95% | -0.88% | -5.70% | +0.59% | -4.17% | +4.41% | -3.48% | -6.33% | +1.58% | +5.50% | -2.28% | -15.48% |
| 2021 | -0.31% | +0.19% | +0.53% | +2.13% | +0.74% | +1.05% | +0.83% | +0.91% | -2.26% | +2.14% | -0.94% | +1.27% | +6.38% |
| 2020 | +0.36% | +2.58% | +2.30% | -1.43% | -1.41% | +5.59% | +2.06% | +10.30% |
Drawdown analysis of EAOM (ISHARES ESG AWARE MODERATE ALLOCATION ETF)
The maximum drawdown for the EAOM was -20.73%, occurring on Oct 14, 2022. Recovery took 460 trading sessions.
The current EAOM drawdown is -0.44%.
Since Jun 18, 2020 EAOM has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.73% | Nov 9, 2021 | 234 | Oct 14, 2022 | 460 | Aug 15, 2024 | 694 |
| -7.06% | Dec 6, 2024 | 82 | Apr 8, 2025 | 27 | May 16, 2025 | 109 |
| -5.18% | Feb 25, 2026 | 22 | Mar 27, 2026 | 14 | Apr 17, 2026 | 36 |
| -3.86% | Sep 2, 2020 | 41 | Oct 30, 2020 | 8 | Nov 11, 2020 | 49 |
| -3.16% | Feb 12, 2021 | 13 | Mar 4, 2021 | 27 | Apr 13, 2021 | 40 |
| -2.65% | Sep 2, 2021 | 21 | Oct 4, 2021 | 23 | Nov 4, 2021 | 44 |
| -2.60% | Sep 27, 2024 | 25 | Nov 1, 2024 | 22 | Dec 4, 2024 | 47 |
| -2.49% | Oct 28, 2025 | 17 | Nov 20, 2025 | 23 | Dec 24, 2025 | 40 |
| -2.08% | May 7, 2021 | 3 | May 12, 2021 | 13 | Jun 1, 2021 | 16 |
| -1.65% | Jan 25, 2021 | 4 | Jan 29, 2021 | 6 | Feb 8, 2021 | 10 |
| -1.56% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -1.27% | Jun 23, 2020 | 3 | Jun 26, 2020 | 3 | Jul 1, 2020 | 6 |
| -1.22% | Aug 23, 2024 | 9 | Sep 6, 2024 | 4 | Sep 12, 2024 | 13 |
| -1.15% | Oct 8, 2025 | 2 | Oct 10, 2025 | 5 | Oct 17, 2025 | 7 |
| -1.10% | Jan 12, 2026 | 5 | Jan 20, 2026 | 4 | Jan 26, 2026 | 9 |
| -1.08% | May 19, 2025 | 2 | May 21, 2025 | 7 | Jun 2, 2025 | 9 |
| -0.95% | Apr 17, 2026 | 8 | Apr 29, 2026 | 4 | May 5, 2026 | 12 |
| -0.91% | Jan 27, 2026 | 7 | Feb 5, 2026 | 2 | Feb 9, 2026 | 9 |
| -0.85% | Jul 12, 2021 | 5 | Jul 19, 2021 | 3 | Jul 22, 2021 | 8 |
| -0.82% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -0.81% | Jun 11, 2021 | 5 | Jun 18, 2021 | 6 | Jun 28, 2021 | 11 |
| -0.80% | Aug 3, 2021 | 12 | Aug 19, 2021 | 3 | Aug 24, 2021 | 15 |
| -0.80% | Aug 28, 2025 | 2 | Sep 2, 2025 | 2 | Sep 4, 2025 | 4 |
| -0.77% | Jun 12, 2025 | 1 | Jun 13, 2025 | 6 | Jun 24, 2025 | 7 |
| -0.77% | Jul 3, 2025 | 7 | Jul 15, 2025 | 4 | Jul 21, 2025 | 11 |