AOM: iShares S&P Moderate Allocation

Last Price
Dividend *
Yield *
Dividend Payments *

43.53
$1.27
2.91 %
4

Volatility *
S&P 500 Volatility *
S&P 500 Correlation *

6.3 %
12.2 %
+0.78

Net Assets (Million)
First Data
More info

$1,506
Nov 11, 2008
Issuer Website

* Last Twelve Completed Months

	Q1	Q2	Q3	Q4	Annual
2024	+3.06 %	+1.06 %	+5.71 %	-1.77 %	+8.16 %
2023	+4.87 %	+1.87 %	-2.94 %	+8.39 %	+12.40 %
2022	-5.50 %	-9.05 %	-5.41 %	+5.12 %	-14.54 %
2021	+0.81 %	+3.71 %	-0.27 %	+2.56 %	+6.93 %
2020	-8.45 %	+9.09 %	+3.62 %	+6.31 %	+10.02 %
2019	+6.67 %	+3.10 %	+1.57 %	+3.47 %	+15.58 %
2018	-0.71 %	-0.20 %	+1.75 %	-4.67 %	-3.89 %
2017	+3.18 %	+2.92 %	+2.58 %	+2.48 %	+11.63 %
2016	+2.20 %	+1.87 %	+2.93 %	-1.36 %	+5.71 %
2015	+1.34 %	-0.74 %	-3.30 %	+1.48 %	-1.29 %
2014	+1.49 %	+2.94 %	-1.49 %	+1.69 %	+4.66 %
2013	+3.47 %	-1.02 %	+3.69 %	+3.81 %	+10.24 %
2012	+4.64 %	-1.22 %	+3.56 %	+1.28 %	+8.42 %
2011	+2.33 %	+1.08 %	-4.95 %	+4.06 %	+2.30 %
2010	+1.83 %	-3.58 %	+6.20 %	+3.45 %	+7.87 %
2009	-5.78 %	+7.90 %	+8.78 %	+2.38 %	+13.22 %

	Q1	Q2	Q3	Q4	Annual
2024	$0.00	$0.22	$0.34	$0.79	$1.35
2023	$0.00	$0.19	$0.30	$0.66	$1.16
2022	$0.00	$0.13	$0.26	$0.47	$0.86
2021	$0.00	$0.11	$0.19	$0.41	$0.71
2020	$0.00	$0.19	$0.26	$0.43	$0.87
2019	$0.00	$0.21	$0.34	$0.51	$1.07
2018	$0.00	$0.17	$0.29	$0.45	$0.90
2017	$0.00	$0.14	$0.25	$0.87	$1.26
2016	$0.00	$0.15	$0.24	$0.37	$0.76
2015	$0.00	$0.13	$0.24	$0.30	$0.67
2014	$0.00	$0.12	$0.27	$0.34	$0.73
2013	$0.00	$0.12	$0.23	$0.30	$0.64
2012	$0.07	$0.23	$0.12	$0.25	$0.67
2011	$0.10	$0.25	$0.15	$0.20	$0.70
2010	$0.07	$0.17	$0.09	$0.18	$0.51
2009	$0.08	$0.19	$0.13	$0.17	$0.57

Monthly ReturnsBy YearTotal Return

Monthly Total Returns (including all dividends): Dec-22 - Dec-24

Notes:

Though most ETFs have never paid a capital gains distribution, investors should monitor for non-recurring payments when considering yield.

Volatility is the annualized standard deviation of daily returns

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