AOR: iShares Core 60/40 Balanced Allocation ETF
Performance
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Summary
AOR at a glance
AOR returned +8.75% over the past year and +6.04% a year over five years. Its worst drop in that year was -6.64%, smaller than 76% of ETFs on Redstone, and its Sharpe ratio of 0.54 beats 55% of ETFs on Redstone. It yields 2.65%.
Current Drawdown
-2.44%
Rolling Volatility
11.91%
Dividends
AOR dividends
Yield
2.65%
Paid, past year
$1.81
Pays
Quarterly
Growth a year
+18.2%
Per share, by year
Yearly return over 5 years
AOR paid $1.81 a share over the past year, every quarter. Its yearly rate rose from $1.00 in 2022 to $1.65 in 2025, 18.2% a year. With dividends reinvested it returned +6.04% a year over five years, against +3.45% on price alone.
›All 20 payments since Dec 23, 2021
- Oct 2, 2026$0.3147
- Jul 2, 2026$0.5224
- Apr 2, 2026$0.3086
- Dec 23, 2025$0.6693
- Oct 2, 2025$0.2681
- Jul 2, 2025$0.4695
- Apr 2, 2025$0.2476
- Dec 20, 2024$0.6083
- Oct 2, 2024$0.2699
- Jul 2, 2024$0.4239
- Apr 2, 2024$0.2206
- Dec 22, 2023$0.5244
- Oct 3, 2023$0.222
- Jul 5, 2023$0.3856
- Apr 4, 2023$0.1994
- Dec 23, 2022$0.3183
- Oct 4, 2022$0.1804
- Jul 5, 2022$0.353
- Apr 4, 2022$0.1499
- Dec 23, 2021$0.4065
Metrics
Risk Indicators
Profile
About AOR
The iShares Core 60/40 Balanced Allocation ETF seeks to track the investment results of an index composed of a portfolio of underlying equity and fixed income funds intended to represent a growth allocation target risk strategy. The Fund is a fund of funds and seeks to achieve its investment objective by investing primarily in Underlying Funds that themselves seek investment results corresponding to their own respective underlying indexes.
From its prospectus, filed Nov 28, 2025- Category
- Allocation
- Expense ratio
- 0.15%
- Fund size
- $3.9B
- Inception
- Nov 2008
Comparisons