Summary
AOK
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 12.48% Volatility 6.80% Sharpe 0.77
Official loaded data — not a live quote.

ISHARES CORE CONSERVATIVE ALLOCATION ETF

Symbol: AOK

Exchange: NYSE

Sector: Technology

Category: Global Conservative Allocation

Inception date: 04/11/2008

Latest date: 02/06/2026

Current price: $41.55

Expense ratio: 0.15%

Assets under management
$755.7M
0.00% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

1.89%

Ann. -25.21% (Sharpe / Sortino numerator)

Volatility

9.60%

Sharpe ratio

-3.004

VaR 95%

-0.99%

CVaR 95%: -1.12%
Max drawdown: -3.65%
Sortino ratio: -5.264
Calmar ratio: -6.90

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

1.92%

Ann. -3.25% (Sharpe / Sortino numerator)

Volatility

6.69%

Sharpe ratio

-1.029

VaR 95%

-0.77%

CVaR 95%: -0.97%
Max drawdown: -4.78%
Sortino ratio: -1.351
Calmar ratio: -0.68

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

4.54%

Ann. 1.27% (Sharpe / Sortino numerator)

Volatility

6.00%

Sharpe ratio

-0.394

VaR 95%

-0.65%

CVaR 95%: -0.91%
Max drawdown: -4.78%
Sortino ratio: -0.499
Calmar ratio: 0.27

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

12.48%

Ann. 8.87% (Sharpe / Sortino numerator)

Volatility

6.80%

Sharpe ratio

0.770

VaR 95%

-0.67%

CVaR 95%: -1.06%
Max drawdown: -4.78%
Sortino ratio: 0.945
Calmar ratio: 1.85

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

20.25%

Ann. 7.93% (Sharpe / Sortino numerator)

Volatility

6.30%

Sharpe ratio

0.683

VaR 95%

-0.60%

CVaR 95%: -0.94%
Max drawdown: -4.96%
Sortino ratio: 0.915
Calmar ratio: 1.60

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

29.89%

Ann. 7.92% (Sharpe / Sortino numerator)

Volatility

6.28%

Sharpe ratio

0.683

VaR 95%

-0.61%

CVaR 95%: -0.89%
Max drawdown: -6.37%
Sortino ratio: 0.983
Calmar ratio: 1.24

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.048%

Best day

1.15%

08/04/2026
Worst day

-1.225%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $41.55 $41.56 $41.49 $41.55 87,900
01/06/2026 $41.51 $41.59 $41.40 $41.56 335,400
29/05/2026 $41.61 $41.61 $41.53 $41.53 386,800
28/05/2026 $41.28 $41.52 $41.28 $41.49 706,800
27/05/2026 $41.49 $41.49 $41.35 $41.37 114,800
26/05/2026 $41.31 $41.42 $41.31 $41.40 599,200
22/05/2026 $41.24 $41.24 $41.10 $41.16 180,200
21/05/2026 $40.97 $41.14 $40.86 $41.11 232,200
20/05/2026 $40.68 $41.10 $40.68 $41.04 265,500
19/05/2026 $40.77 $40.81 $40.64 $40.72 118,500