The total return over the past 12 months is +17.84% vs. +19.88% for the S&P 500. So far it's up +11.79% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +15.23% | +14.92% | +6.58% | +7.70% | +7.86% | N/A |
| Total Return CAGR | +17.84% | +17.57% | +8.94% | +9.97% | +10.16% | N/A |
| Revenue CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Net Income CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| EPS CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | +10.72% | +15.74% | +12.14% | +7.09% | +8.67% | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
iShares Core 80/20 Aggressive Allocation ETF (AOA)
| Year | Start price | End price | AOA Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $89.56 | $99.12 | +11.79% | +13.42% | (1.63%) |
| 2025 | $76.61 | $89.56 | +19.58% | +17.72% | +1.86% |
| 2024 | $69.05 | $76.61 | +13.55% | +24.89% | (11.34%) |
| 2023 | $59.75 | $69.05 | +18.27% | +26.19% | (7.92%) |
| 2022 | $72.82 | $59.75 | (16.23%) | (18.17%) | +1.94% |
| 2021 | $64.18 | $72.82 | +15.41% | +28.74% | (13.33%) |
| 2020 | $58.00 | $64.18 | +12.81% | +18.37% | (5.56%) |
| 2019 | $48.55 | $58.00 | +22.60% | +31.22% | (8.62%) |
| 2018 | $53.88 | $48.55 | (7.87%) | (4.56%) | (3.31%) |
| 2017 | $47.22 | $53.88 | +15.62% | +21.70% | (6.08%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
