NYSEArca - Nasdaq Real Time Price USD

iShares Core 40/60 Moderate Allocation ETF (AOM)

44.60
+0.22
+(0.50%)
At close: 4:00:00 PM EDT
44.60
0.00
(0.00%)
After hours: 4:05:17 PM EDT

ETF Summary

The fund is a fund of funds and seeks its investment objective by investing primarily in underlying funds that themselves seek investment results corresponding to their own respective underlying indexes. It generally will invest at least 80% of its assets in the component securities of the underlying index. The index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.

Risk Overview

Performance & Risk

YTD Return 2.74%
5y Average Return 5.70%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating --

Risk Statistics

3 Years 5 Years 10 Years
AOMCategory AverageAOMCategory AverageAOMCategory Average
Alpha -0.52 -1.55 -1.27 -1.1 -0.51 -1.21
BETA 0.82 0.79 0.8 0.79 0.76 0.8
Mean Annual Return 0.49 0.4 0.47 0.48 0.4 0.36
R-squared 97.37 93.96 96.79 93.6 95.96 93.72
Standard Deviation 10 9.8 9.1 9.17 7.79 8.4
Sharpe Ratio 0.13 0.02 0.3 0.31 0.36 0.28
Treynor Ratio 1.06 1.53 3.08 3.37 3.43 2.52

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