ISHARES CORE 40/60 MODERATE ALLOCATION ETF
Symbol: AOM
Exchange: NYSE
Sector: Technology
Category: Global Moderately Conservative Allocation
Inception date: 04/11/2008
Latest date: 15/10/2026
Current price: $48.85
Expense ratio: 0.15%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
0.17%
Ann. -31.03% (Sharpe / Sortino numerator)
Volatility
10.99%
Sharpe ratio
-3.155
VaR 95%
-1.13%
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
-0.56%
Ann. -4.92% (Sharpe / Sortino numerator)
Volatility
8.09%
Sharpe ratio
-1.057
VaR 95%
-0.98%
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
1.86%
Ann. 1.10% (Sharpe / Sortino numerator)
Volatility
6.97%
Sharpe ratio
-0.363
VaR 95%
-0.71%
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
6.32%
Ann. 10.41% (Sharpe / Sortino numerator)
Volatility
8.25%
Sharpe ratio
0.822
VaR 95%
-0.75%
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
16.08%
Ann. 8.82% (Sharpe / Sortino numerator)
Volatility
7.44%
Sharpe ratio
0.698
VaR 95%
-0.72%
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
37.53%
Ann. 9.11% (Sharpe / Sortino numerator)
Volatility
7.19%
Sharpe ratio
0.762
VaR 95%
-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.
Daily returns for period 12M
Daily simple returns from the same adjusted closes used by the performance chart: 15/10/2025 - 15/10/2026.
Average daily return
0.025%
Best day
1.477%
Worst day
-1.403%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 15/10/2026 | $48.82 | $48.85 | $48.67 | $48.85 | 375,300 |
| 14/10/2026 | $48.60 | $48.64 | $48.53 | $48.62 | 361,700 |
| 13/10/2026 | $48.78 | $48.85 | $48.73 | $48.82 | 348,400 |
| 12/10/2026 | $48.89 | $48.89 | $48.75 | $48.77 | 372,700 |
| 09/10/2026 | $48.79 | $48.84 | $48.70 | $48.82 | 621,300 |
| 08/10/2026 | $48.67 | $48.72 | $48.53 | $48.68 | 617,500 |
| 07/10/2026 | $48.54 | $48.79 | $48.52 | $48.72 | 908,500 |
| 06/10/2026 | $48.93 | $48.95 | $48.82 | $48.89 | 525,600 |
| 05/10/2026 | $48.58 | $48.77 | $48.58 | $48.72 | 344,400 |
| 02/10/2026 | $48.79 | $48.80 | $48.55 | $48.63 | 822,400 |