Data as of: Sep 23, 2016

AOM: iShares S&P Moderate Allocation

  • Last Price
  • Dividend *
  • Yield *
  • Dividend Payments *
  • 36.01
  • $0.69
  • 1.90 %
  • 5
  • Volatility *
  • S&P 500 Volatility *
  • S&P 500 Correlation *
  • 6.7 %
  • 15.2 %
  • +0.89
  • Net Assets (Million)
  • First Data
  • More info
* Last Twelve Completed Months
  Q1 Q2 Q3 Q4 Annual
2016 +2.20 % +1.87 % +2.70 % +6.92 %
2015 +1.34 % -0.74 % -3.30 % +1.48 % -1.29 %
2014 +1.49 % +2.94 % -1.49 % +1.69 % +4.66 %
2013 +3.47 % -1.02 % +3.69 % +3.81 % +10.24 %
2012 +4.64 % -1.22 % +3.56 % +1.28 % +8.42 %
2011 +2.33 % +1.08 % -4.95 % +4.06 % +2.30 %
2010 +1.83 % -3.58 % +6.20 % +3.45 % +7.87 %
2009 -5.78 % +7.90 % +8.78 % +2.38 % +13.22 %

Monthly Total Returns (including all dividends): Sep-14 - Sep-16

AOM monthly returns chart

Notes:

Though most ETFs have never paid a capital gains distribution, investors should monitor for non-recurring payments when considering yield.

Volatility is the annualized standard deviation of daily returns