AOR: iShares Core Growth Allocation ETF returns, drawdowns and risk
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Data updated October 2026
AOR · US exchange · USDCategory: Allocation and multi-asset ETFsData from November 2008
From November 2008 to October 2026 AOR returned 8.6% a year on average with dividends reinvested, in US dollars: $10,000 invested at the start grew to $44,294.
Its deepest fall was 24.4%, from November 2008 to March 2009, and it took about 8 months to get back to the previous high. Annual volatility was 12.7%; at the last close it was 1.9% below its high.
Against SPY (SPDR S&P 500 ETF Trust), over the 215 months both have data, the correlation of monthly returns was 0.93: they moved almost in lockstep. Beta was 0.63. In months when SPY rose, AOR moved 60% as much on average; in months when SPY fell, 66% as much.
Key figures
- Annual return (CAGR)
- +8.6%
- 1-year return
- +9.1%
- 5 years, a year
- +6.6%
- 10 years, a year
- +8.2%
- Annual volatility
- 12.7%
- Maximum drawdown
- −24.4%
- Sharpe ratio
- 0.61
- Worst year
- 2022: −15.6%
Trailing returns
| Period | AOR | SPY |
|---|---|---|
| 1 year | +9.1% | +16.6% |
| 3 years, a year | +15.6% | +23.1% |
| 5 years, a year | +6.6% | +12.7% |
| 10 years, a year | +8.2% | +15.4% |
To the last close of October 2026. Periods longer than a year are annualised.
Growth of $10,000: AOR vs SPY
Month-end values from December 2008, the first month both funds have data.
AOR drawdowns
Percentage below the previous high, weekly.
Returns by calendar year
| Year | AOR | SPY |
|---|---|---|
| 2026(partial) | +7.5% | +13.3% |
| 2025 | +16.4% | +17.7% |
| 2024 | +10.7% | +24.9% |
| 2023 | +15.7% | +26.2% |
| 2022 | −15.6% | −18.2% |
| 2021 | +11.3% | +28.7% |
| 2020 | +11.6% | +18.3% |
| 2019 | +18.9% | +31.2% |
| 2018 | −5.8% | −4.6% |
| 2017 | +15.8% | +21.7% |
| 2016 | +6.7% | +12.0% |
| 2015 | −1.1% | +1.2% |
| 2014 | +7.0% | +13.5% |
| 2013 | +15.7% | +32.3% |
| 2012 | +11.4% | +16.0% |
| 2011 | +1.1% | +1.9% |
| 2010 | +11.1% | +15.1% |
| 2009 | +19.0% | +26.4% |
| 2008(partial) | +4.4% | — |
AOR compared
How the figures are calculated
Total return in the fund’s trading currency, from end-of-day prices with dividends reinvested on the ex-date. The fund’s own ongoing charges are already reflected in its price; trading costs, taxes and currency conversion are not included. Past returns do not predict future returns.
Sharpe ratio uses the return of short-term government bills in the same currency as the risk-free rate. The growth chart uses month-end values; drawdowns and volatility use daily closes.
Questions
What is the average annual return of AOR?
From November 2008 to October 2026 AOR returned 8.6% a year on average (CAGR) with dividends reinvested, in USD. Over the last 5 years: +6.6% a year. Over the last 12 months: +9.1%.
What was the worst drawdown of AOR?
24.4%, from November 2008 to March 2009; it took about 8 months from the previous high to get back to it.
How volatile is AOR?
Annual volatility was 12.7% over the period. Its worst month was −9.9% and 65% of months were positive. Worst calendar year: 2022 (−15.6%).
How closely does AOR follow SPY?
Over 215 months the correlation of monthly returns was 0.93, so they moved almost in lockstep, with a beta of 0.63.
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Other Allocation and multi-asset ETFs
- All Allocation and multi-asset ETFsReturns and risk side by side
- AOA — iShares Core Aggressive Allocation ETFCAGR +10.4%
- AOM — iShares Core Moderate Allocation ETFCAGR +6.6%
- AOK — iShares Core Conservative Allocation ETFCAGR +5.4%
- NTSX — WisdomTree U.S. Efficient Core FundCAGR +12.5%
- RPAR — RPAR Risk Parity ETFCAGR +1.3%
Source: MarketStack end-of-day prices, total return with dividends reinvested. Figures are historical and descriptive; they are not forecasts and not investment advice. MEDGE Capital does not recommend buying or selling any instrument. Risk disclaimer.