iShares Core Growth Allocation ETF (AOR) Performance
AOR total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +6.6% since Dec 31, 2025
- 1 year
- +8.1% total return
- 5 years
- +6.4% a year
- 10 years
- +8.1% a year
- Since first price
- +8.5% a year since 2008
AOR trailing returns vs AGG, TLT, SPY
| Period | AOR total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −1.0% | −1.5% | +0.9% | +1.5% | −1.0% |
| 3 months | +0.6% | +0.1% | −0.4% | −1.0% | +3.2% |
| 6 months | +2.7% | +1.4% | −1.5% | −3.8% | +7.8% |
| YTD | +6.6% | +4.8% | −1.0% | −3.4% | +12.3% |
| 1 year | +8.1% | +5.2% | −1.1% | −6.9% | +14.4% |
| 3 years | +53.3%+15.3%/yr | +41.5% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +36.2%+6.4%/yr | +20.3% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| 10 years | +117.0%+8.1%/yr | +67.9% | +14.0%+1.3%/yr | −18.7%−2.0%/yr | +315.9%+15.3%/yr |
| 15 years | +216.7%+8.0%/yr | +120.5% | +32.2%+1.9%/yr | +9.9%+0.6%/yr | +696.0%+14.8%/yr |
| Since inceptionNov 11, 2008 | +335.8%+8.5%/yr | +184.2% | — | — | — |
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: AOR vs AGG
From Nov 11, 2008: AOR grew to $43,576, AGG to $16,583.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
AOR returns by calendar year
14 of 17 full years positive. Best 2009 (+19.0%), worst 2022 (−15.6%). 2026 is year to date.
AOR annual returns table
| Year | AOR | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +6.6% | −6.6% | −1.0% | −3.4% | +12.3% |
| 2025 | +16.4% | −9.8% | +7.2% | +4.3% | +17.7% |
| 2024 | +10.7% | −4.3% | +1.3% | −8.1% | +24.9% |
| 2023 | +15.7% | −8.1% | +5.7% | +2.8% | +26.2% |
| 2022 | −15.6% | −21.5% | −13.0% | −31.2% | −18.2% |
| 2021 | +11.2% | −3.4% | −1.8% | −4.6% | +28.7% |
| 2020 | +11.4% | −22.9% | +7.5% | +18.2% | +18.3% |
| 2019 | +18.9% | −3.2% | +8.5% | +14.1% | +31.2% |
| 2018 | −5.8% | −12.3% | +0.1% | −1.6% | −4.6% |
| 2017 | +15.8% | −1.3% | +3.6% | +9.2% | +21.7% |
| 2016 | +6.7% | −5.4% | +2.4% | +1.2% | +12.0% |
| 2015 | −1.1% | −8.8% | +0.5% | −1.8% | +1.2% |
| 2014 | +6.4% | −5.3% | +6.0% | +27.3% | +13.5% |
| 2013 | +15.7% | −6.0% | −2.0% | −13.4% | +32.3% |
| 2012 | +11.4% | −6.2% | +3.8% | +2.6% | +16.0% |
| 2011 | +1.1% | −12.6% | +7.7% | +34.0% | +1.9% |
| 2010 | +11.1% | −8.8% | +6.4% | +9.0% | +15.1% |
| 2009 | +19.0% | −17.2% | +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.
AOR largest drawdowns
Now 2.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 28, 2008 | −24.4% | Mar 9, 2009 | Aug 13, 2009 | 3 months | 8 months |
| Feb 12, 2020 | −22.9% | Mar 23, 2020 | Aug 5, 2020 | 40 days | 6 months |
| Nov 8, 2021 | −21.7% | Oct 14, 2022 | Mar 1, 2024 | 11 months | 2.3 years |
| Nov 12, 2008 | −13.5% | Nov 21, 2008 | Nov 28, 2008 | 9 days | 16 days |
| Apr 29, 2011 | −12.6% | Oct 3, 2011 | Feb 3, 2012 | 5 months | 9 months |
| Jan 26, 2018 | −12.3% | Dec 24, 2018 | Apr 30, 2019 | 11 months | 1.3 years |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
AOR risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2008 |
|---|---|---|---|---|
| Annualized return | +14.5% | +6.9% | +8.0% | +7.7% |
| Volatility (annualized) | 8.4% | 10.8% | 10.0% | 10.0% |
| Sharpe ratio | 1.15 | 0.34 | 0.59 | 0.67 |
| Sortino ratio | 2.04 | 0.50 | 0.87 | 1.00 |
| Best month | +6.9% | +6.9% | +7.5% | +7.5% |
| Worst month | −4.5% | −7.1% | −9.5% | −9.9% |
| Best 12 months | +23.0% | +23.0% | +32.2% | +33.7% |
| Worst 12 months | +6.2% | −17.7% | −17.7% | −17.7% |
| Positive months | 72% | 62% | 65% | 64% |
| Beta vs S&P 500 | 0.62 | 0.65 | 0.62 | — |
| Correlation with S&P 500 | 0.91 | 0.94 | 0.94 | — |
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.
AOR rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 204 | −17.7% | +10.0% | +33.7% | 86% |
| 3-year (a year) | 180 | +1.1% | +7.7% | +17.2% | 100% |
| 5-year (a year) | 156 | +2.7% | +7.2% | +14.6% | 100% |
| 10-year (a year) | 96 | +4.9% | +7.5% | +9.8% | 100% |
Every holding period starting at a month-end since 2008. Returns for 3 years and longer are annualized.
AOR performance overview
iShares Core Growth Allocation ETF (AOR) returned +8.1% over the past year and +8.1% a year over ten years, with distributions reinvested. Since its first recorded price in 2008 it has returned +8.5% a year, turning $10,000 into about $43,576. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −24.4%, from Nov 28, 2008 to Mar 9, 2009, and it took 5 months to get back to the old high. AOR finished 14 of its 17 full calendar years with a gain; the best year was 2009 (+19.0%) and the worst 2022 (−15.6%). Volatility has been 10.0% a year.
Related: AOR chart, AOR dividends, AOR bond profile. See the AOR overview for the latest quote and fund facts.
AOR performance FAQ
What is the AOR return over the past year?
AOR returned +8.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 5.2%.
What is the average annual return of AOR?
AOR has returned +6.4% a year over 5 years, +8.1% a year over 10 years, +8.5% a year since November 11, 2008 (total return, distributions reinvested).
How much would $10,000 invested in AOR be worth?
$10,000 invested in AOR at its first recorded close on November 11, 2008 would be worth about $43,576 on October 23, 2026 with distributions reinvested.
What was the worst year for AOR?
The worst calendar year was 2022, with a total return of −15.6%. The best was 2009 at +19.0%.
What is the biggest drawdown of AOR?
The largest peak-to-trough decline was −24.4% between November 28, 2008 and March 9, 2009. It recovered to the old high on August 13, 2009, 5 months after the bottom.
How volatile is AOR?
Over the past 3 years AOR had an annualized volatility of 8.4% and a Sharpe ratio of 1.15 (excess return over 1–3 month T-bills per unit of risk).