Performance analysis of EAOR (ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF)
Annual Return
Over the past 3 years, EAOR has had an average annual return of +12.50%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, EAOR has had an average annual return of +6.10%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Jun 18, 2020, EAOR has had an average annual return of +8.75%, underperforming the benchmark SPY, which returned +17.12% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.04% | +15.58% | +10.68% | +14.98% | -16.67% | +10.50% | +15% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.80% | +1.26% | -4.45% | +5.89% | +3.13% | +0.20% | -0.67% | +7.04% | |||||
| 2025 | +2% | +0.38% | -2.45% | +0.39% | +3.23% | +3.50% | +0.54% | +2.14% | +2.71% | +1.73% | +0.17% | +0.37% | +15.58% |
| 2024 | -0% | +2.23% | +2.28% | -3.24% | +3.30% | +1.61% | +2.19% | +1.83% | +1.98% | -2.35% | +3% | -2.35% | +10.68% |
| 2023 | +5.80% | -2.77% | +2.68% | +0.89% | -1.09% | +3.42% | +2.14% | -1.91% | -3.84% | -2.35% | +7.24% | +4.54% | +14.98% |
| 2022 | -3.79% | -2.39% | +0.06% | -6.60% | +0.52% | -5.49% | +5.35% | -3.67% | -7.44% | +3.16% | +6.39% | -3.07% | -16.67% |
| 2021 | -0.10% | +1.01% | +1.27% | +2.77% | +1.02% | +1.19% | +0.63% | +1.54% | -2.89% | +3.17% | -1.50% | +2.10% | +10.50% |
| 2020 | +0.05% | +3.53% | +3.77% | -2.04% | -1.77% | +7.91% | +3.03% | +15% |
Drawdown analysis of EAOR (ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF)
The maximum drawdown for the EAOR was -22.92%, occurring on Oct 14, 2022. Recovery took 397 trading sessions.
The current EAOR drawdown is -1.07%.
Since Jun 18, 2020 EAOR has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.92% | Nov 8, 2021 | 235 | Oct 14, 2022 | 397 | May 15, 2024 | 632 |
| -10.28% | Feb 19, 2025 | 34 | Apr 8, 2025 | 27 | May 16, 2025 | 61 |
| -6.62% | Feb 25, 2026 | 22 | Mar 27, 2026 | 14 | Apr 17, 2026 | 36 |
| -5.24% | Sep 2, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -4.42% | Jul 16, 2024 | 16 | Aug 7, 2024 | 8 | Aug 19, 2024 | 24 |
| -4.20% | Dec 6, 2024 | 22 | Jan 10, 2025 | 24 | Feb 14, 2025 | 46 |
| -3.78% | Feb 12, 2021 | 13 | Mar 4, 2021 | 21 | Apr 5, 2021 | 34 |
| -3.60% | Sep 3, 2021 | 20 | Oct 4, 2021 | 21 | Nov 2, 2021 | 41 |
| -3.33% | Oct 28, 2025 | 17 | Nov 20, 2025 | 14 | Dec 11, 2025 | 31 |
| -3.06% | Jun 2, 2026 | 6 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -2.76% | May 7, 2021 | 3 | May 12, 2021 | 13 | Jun 1, 2021 | 16 |
| -2.43% | Sep 26, 2024 | 25 | Oct 31, 2024 | 20 | Nov 29, 2024 | 45 |
| -2.38% | Jan 21, 2021 | 6 | Jan 29, 2021 | 5 | Feb 5, 2021 | 11 |
| -2.23% | Aug 23, 2024 | 9 | Sep 6, 2024 | 5 | Sep 13, 2024 | 14 |
| -1.97% | Jun 23, 2020 | 3 | Jun 26, 2020 | 4 | Jul 2, 2020 | 7 |
| -1.96% | Oct 8, 2025 | 2 | Oct 10, 2025 | 6 | Oct 20, 2025 | 8 |
| -1.77% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -1.60% | Jan 27, 2026 | 7 | Feb 5, 2026 | 2 | Feb 9, 2026 | 9 |
| -1.56% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -1.51% | May 15, 2024 | 9 | May 29, 2024 | 5 | Jun 5, 2024 | 14 |
| -1.46% | Dec 11, 2025 | 4 | Dec 17, 2025 | 4 | Dec 23, 2025 | 8 |
| -1.46% | Jan 12, 2026 | 5 | Jan 20, 2026 | 4 | Jan 26, 2026 | 9 |
| -1.34% | May 19, 2025 | 4 | May 23, 2025 | 6 | Jun 3, 2025 | 10 |
| -1.30% | Jul 25, 2025 | 5 | Aug 1, 2025 | 5 | Aug 8, 2025 | 10 |
| -1.26% | Jun 11, 2021 | 5 | Jun 18, 2021 | 5 | Jun 25, 2021 | 10 |