Multi Asset

AOM

iShares Core Moderate Allocation ETF

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Overview

Important Information: Capital at Risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.

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Performance

Performance

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Distributions

Record Date Ex-Date Payable Date
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  From
31/Dec/2016
To
31/Dec/2017
From
31/Dec/2017
To
31/Dec/2018
From
31/Dec/2018
To
31/Dec/2019
From
31/Dec/2019
To
31/Dec/2020
From
31/Dec/2020
To
31/Dec/2021
Total Return (%)

as of 31/Dec/2021

11.70 -3.86 15.46 10.10 6.93
Benchmark (%)

as of 31/Dec/2021

11.93 -3.72 15.71 10.42 7.12
  1y 3y 5y 10y Incept.
6.93 10.78 7.86 6.67 6.82
Benchmark (%)

as of 31/Dec/2021

7.12 11.03 8.08 6.81 6.95
  YTD 1m 3m 6m 1y 3y 5y 10y Incept.
6.93 1.55 2.74 2.23 6.93 35.93 45.97 90.74 138.12
Benchmark (%)

as of 31/Dec/2021

7.12 1.55 2.77 2.32 7.12 36.86 47.49 93.20 141.96
  2017 2018 2019 2020 2021
Total Return (%) 11.70 -3.86 15.46 10.10 6.93
Benchmark (%) 11.93 -3.72 15.71 10.42 7.12

The figures shown relate to past performance. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.

Share Class and Benchmark performance displayed in USD, hedged Share Class Benchmark performance is displayed in USD.

Performance is shown on a Net Asset Value (NAV) basis, with gross income reinvested where applicable. Performance data is based on the net asset value (NAV) of the ETF which may not be the same as the market price of the ETF. Individual shareholders may realize returns that are different to the NAV performance.

The return of your investment may increase or decrease as a result of currency fluctuations if your investment is made in a currency other than that used in the past performance calculation. Source: Blackrock

Key Facts

Key Facts

Net Assets of Fund as of 27/Jan/2022 USD 1,756,286,012
Fund Launch Date 04/Nov/2008
Exchange NYSE Arca
Asset Class Multi Asset
Benchmark Index S&P Target Risk Moderate Index
Index Ticker SPTGMUT
Distribution Frequency Quarterly
Premium/Discount as of 27/Jan/2022 0.10%
CUSIP 464289875

Portfolio Characteristics

Portfolio Characteristics

Number of Holdings as of 27/Jan/2022 7
Equity Beta (3y) as of 31/Dec/2021 0.41
Standard Deviation (3y) as of 31/Dec/2021 7.45%
12m Trailing Yield as of 31/Dec/2021 1.56%

Sustainability Characteristics

Sustainability Characteristics

Sustainability Characteristics provide investors with specific non-traditional metrics. Alongside other metrics and information, these enable investors to evaluate funds on certain environmental, social and governance characteristics. Sustainability Characteristics do not provide an indication of current or future performance nor do they represent the potential risk and reward profile of a fund. They are provided for transparency and for information purposes only. Sustainability Characteristics should not be considered solely or in isolation, but instead are one type of information that investors may wish to consider when assessing a fund.


The metrics are not indicative of how or whether ESG factors will be integrated into a fund. Unless otherwise stated in fund documentation and included within a fund’s investment objective, the metrics do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. For more information regarding a fund's investment strategy, please see the fund's prospectus.


Review the MSCI methodologies behind Sustainability Characteristics using the links below.

MSCI ESG Fund Rating (AAA-CCC) as of 07/Jan/2022 A
MSCI ESG % Coverage as of 07/Jan/2022 85.24
MSCI ESG Quality Score (0-10) as of 07/Jan/2022 6.89
MSCI ESG Quality Score - Peer Percentile as of 07/Jan/2022 38.00
Fund Lipper Global Classification as of 07/Jan/2022