Summary
AOR
Prices · period metrics · 12M
NAV as of 01/06/2026
02/04/2025 → 02/04/2026
Return 19.87% Volatility 10.72% Sharpe 0.97
Official loaded data — not a live quote.

ISHARES CORE GROWTH ALLOCATION ETF

Symbol: AOR

Exchange: NYSE

Sector: Technology

Category: Global Moderate Allocation

Inception date: 04/11/2008

Latest date: 01/06/2026

Current price: $69.70

Expense ratio: 0.15%

Assets under management
$3.5B
0.32% 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

2.85%

Ann. -35.51% (Sharpe / Sortino numerator)

Volatility

14.45%

Sharpe ratio

-2.709

VaR 95%

-1.39%

CVaR 95%: -1.53%
Max drawdown: -5.11%
Sortino ratio: -4.642
Calmar ratio: -6.95

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

4.50%

Ann. -5.49% (Sharpe / Sortino numerator)

Volatility

10.55%

Sharpe ratio

-0.864

VaR 95%

-1.23%

CVaR 95%: -1.39%
Max drawdown: -7.09%
Sortino ratio: -1.222
Calmar ratio: -0.77

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

8.74%

Ann. 1.89% (Sharpe / Sortino numerator)

Volatility

9.21%

Sharpe ratio

-0.189

VaR 95%

-1.07%

CVaR 95%: -1.35%
Max drawdown: -7.09%
Sortino ratio: -0.260
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

19.87%

Ann. 14.02% (Sharpe / Sortino numerator)

Volatility

10.72%

Sharpe ratio

0.969

VaR 95%

-1.03%

CVaR 95%: -1.57%
Max drawdown: -7.09%
Sortino ratio: 1.239
Calmar ratio: 1.98

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

31.10%

Ann. 10.92% (Sharpe / Sortino numerator)

Volatility

9.63%

Sharpe ratio

0.757

VaR 95%

-0.99%

CVaR 95%: -1.40%
Max drawdown: -9.77%
Sortino ratio: 1.006
Calmar ratio: 1.12

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

49.93%

Ann. 11.73% (Sharpe / Sortino numerator)

Volatility

9.21%

Sharpe ratio

0.879

VaR 95%

-0.95%

CVaR 95%: -1.32%
Max drawdown: -9.77%
Sortino ratio: 1.218
Calmar ratio: 1.20

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 - 01/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.074%

Best day

2.043%

08/04/2026
Worst day

-1.64%

20/03/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
01/06/2026 $69.48 $69.83 $69.36 $69.70 595,400
29/05/2026 $69.67 $69.74 $69.54 $69.61 239,000
28/05/2026 $69.24 $69.57 $69.09 $69.52 345,600
27/05/2026 $69.49 $69.49 $69.20 $69.31 286,900
26/05/2026 $69.23 $69.41 $69.20 $69.37 274,800
22/05/2026 $68.90 $68.99 $68.68 $68.79 319,800
21/05/2026 $68.20 $68.80 $68.16 $68.68 267,400
20/05/2026 $67.92 $68.54 $67.88 $68.49 385,300
19/05/2026 $67.93 $68.06 $67.64 $67.83 238,800
18/05/2026 $68.32 $68.42 $67.87 $68.19 447,500