iShares Core Moderate Allocation ETF (AOM) Performance
AOM total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +4.1% since Dec 31, 2025
- 1 year
- +5.1% total return
- 5 years
- +4.3% a year
- 10 years
- +5.9% a year
- Since first price
- +6.5% a year since 2008
AOM trailing returns vs AGG, TLT, SPY
| Period | AOM total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −0.5% | −1.1% | +0.9% | +1.5% | −1.0% |
| 3 months | +0.3% | −0.3% | −0.4% | −1.0% | +3.2% |
| 6 months | +1.4% | −0.1% | −1.5% | −3.8% | +7.8% |
| YTD | +4.1% | +1.9% | −1.0% | −3.4% | +12.3% |
| 1 year | +5.1% | +1.8% | −1.1% | −6.9% | +14.4% |
| 3 years | +40.5%+12.0%/yr | +28.0% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +23.5%+4.3%/yr | +7.4% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| 10 years | +77.3%+5.9%/yr | +36.4% | +14.0%+1.3%/yr | −18.7%−2.0%/yr | +315.9%+15.3%/yr |
| 15 years | +135.6%+5.9%/yr | +63.6% | +32.2%+1.9%/yr | +9.9%+0.6%/yr | +696.0%+14.8%/yr |
| Since inceptionNov 11, 2008 | +212.1%+6.5%/yr | +103.8% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: AOM vs AGG
From Nov 11, 2008: AOM grew to $31,214, AGG to $16,583.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
AOM returns by calendar year
14 of 17 full years positive. Best 2019 (+15.6%), worst 2022 (−14.5%). 2026 is year to date.
AOM annual returns table
| Year | AOM | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +4.1% | −5.1% | −1.0% | −3.4% | +12.3% |
| 2025 | +13.3% | −6.5% | +7.2% | +4.3% | +17.7% |
| 2024 | +7.9% | −3.3% | +1.3% | −8.1% | +24.9% |
| 2023 | +12.4% | −6.9% | +5.7% | +2.8% | +26.2% |
| 2022 | −14.5% | −19.5% | −13.0% | −31.2% | −18.2% |
| 2021 | +6.9% | −2.8% | −1.8% | −4.6% | +28.7% |
| 2020 | +10.0% | −16.9% | +7.5% | +18.2% | +18.3% |
| 2019 | +15.6% | −1.9% | +8.5% | +14.1% | +31.2% |
| 2018 | −3.9% | −8.1% | +0.1% | −1.6% | −4.6% |
| 2017 | +11.6% | −1.2% | +3.6% | +9.2% | +21.7% |
| 2016 | +5.7% | −3.2% | +2.4% | +1.2% | +12.0% |
| 2015 | −1.3% | −6.6% | +0.5% | −1.8% | +1.2% |
| 2014 | +4.7% | −3.9% | +6.0% | +27.3% | +13.5% |
| 2013 | +10.2% | −5.3% | −2.0% | −13.4% | +32.3% |
| 2012 | +8.4% | −4.3% | +3.8% | +2.6% | +16.0% |
| 2011 | +2.3% | −7.3% | +7.7% | +34.0% | +1.9% |
| 2010 | +7.9% | −5.8% | +6.4% | +9.0% | +15.1% |
| 2009 | +13.2% | −15.7% | +3.0% | −21.8% | +26.4% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
AOM largest drawdowns
Now 2.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 8, 2021 | −20.0% | Oct 14, 2022 | Jun 18, 2024 | 11 months | 2.6 years |
| Feb 14, 2020 | −16.9% | Mar 19, 2020 | Jul 15, 2020 | 34 days | 5 months |
| Jan 5, 2009 | −15.7% | Mar 9, 2009 | Jul 23, 2009 | 2 months | 7 months |
| Nov 24, 2008 | −10.3% | Nov 26, 2008 | Dec 8, 2008 | 2 days | 14 days |
| Nov 19, 2008 | −8.4% | Nov 21, 2008 | Nov 24, 2008 | 2 days | 5 days |
| Jan 26, 2018 | −8.1% | Dec 24, 2018 | Mar 29, 2019 | 11 months | 1.2 years |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
AOM risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2008 |
|---|---|---|---|---|
| Annualized return | +11.2% | +4.5% | +5.8% | +6.4% |
| Volatility (annualized) | 6.9% | 9.0% | 7.8% | 7.3% |
| Sharpe ratio | 0.94 | 0.14 | 0.47 | 0.71 |
| Sortino ratio | 1.57 | 0.20 | 0.68 | 1.08 |
| Best month | +6.0% | +6.0% | +6.0% | +6.0% |
| Worst month | −3.6% | −6.1% | −6.3% | −6.3% |
| Best 12 months | +19.3% | +19.3% | +21.2% | +24.0% |
| Worst 12 months | +5.7% | −16.6% | −16.6% | −16.6% |
| Positive months | 78% | 65% | 69% | 68% |
| Beta vs S&P 500 | 0.48 | 0.52 | 0.46 | — |
| Correlation with S&P 500 | 0.86 | 0.90 | 0.90 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
AOM rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 204 | −16.6% | +7.2% | +24.0% | 86% |
| 3-year (a year) | 180 | −0.3% | +6.0% | +12.8% | 99% |
| 5-year (a year) | 156 | +1.7% | +5.2% | +10.7% | 100% |
| 10-year (a year) | 96 | +3.5% | +5.8% | +7.3% | 100% |
Every holding period starting at a month-end since 2008. Returns for 3 years and longer are annualized.
AOM performance overview
iShares Core Moderate Allocation ETF (AOM) returned +5.1% over the past year and +5.9% a year over ten years, with distributions reinvested. Since its first recorded price in 2008 it has returned +6.5% a year, turning $10,000 into about $31,214. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −20.0%, from Nov 8, 2021 to Oct 14, 2022, and it took 1.7 years to get back to the old high. AOM finished 14 of its 17 full calendar years with a gain; the best year was 2019 (+15.6%) and the worst 2022 (−14.5%). Volatility has been 7.3% a year.
Related: AOM chart, AOM dividends, AOM bond profile. See the AOM overview for the latest quote and fund facts.
AOM performance FAQ
What is the AOM return over the past year?
AOM returned +5.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 1.8%.
What is the average annual return of AOM?
AOM has returned +4.3% a year over 5 years, +5.9% a year over 10 years, +6.5% a year since November 11, 2008 (total return, distributions reinvested).
How much would $10,000 invested in AOM be worth?
$10,000 invested in AOM at its first recorded close on November 11, 2008 would be worth about $31,214 on October 23, 2026 with distributions reinvested.
What was the worst year for AOM?
The worst calendar year was 2022, with a total return of −14.5%. The best was 2019 at +15.6%.
What is the biggest drawdown of AOM?
The largest peak-to-trough decline was −20.0% between November 8, 2021 and October 14, 2022. It recovered to the old high on June 18, 2024, 1.7 years after the bottom.
How volatile is AOM?
Over the past 3 years AOM had an annualized volatility of 6.9% and a Sharpe ratio of 0.94 (excess return over 1–3 month T-bills per unit of risk).