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: 16/07/2026
Current price: $49.28
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
-0.51%
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
2.11%
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
3.59%
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
11.77%
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
19.96%
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
33.10%
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: 16/07/2025 - 16/07/2026.
Average daily return
0.045%
Best day
1.477%
Worst day
-1.403%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 16/07/2026 | $49.34 | $49.36 | $49.19 | $49.28 | 109,900 |
| 15/07/2026 | $49.28 | $49.46 | $49.28 | $49.43 | 76,700 |
| 14/07/2026 | $49.17 | $49.39 | $49.17 | $49.27 | 112,600 |
| 13/07/2026 | $49.24 | $49.30 | $48.95 | $48.95 | 107,600 |
| 10/07/2026 | $49.30 | $49.45 | $49.25 | $49.41 | 72,300 |
| 09/07/2026 | $49.38 | $49.42 | $49.23 | $49.36 | 102,000 |
| 08/07/2026 | $49.19 | $49.19 | $48.93 | $49.17 | 145,500 |
| 07/07/2026 | $49.57 | $49.57 | $49.23 | $49.26 | 132,100 |
| 06/07/2026 | $49.45 | $49.62 | $49.45 | $49.58 | 253,000 |
| 02/07/2026 | $49.35 | $49.56 | $49.21 | $49.35 | 116,800 |