AOA:ARCA-iShares Core Aggressive Allocation

ETF | Others | NYSE Arca

Last Closing

USD 53.72

Change

+0.35 (+0.66)%

Market Cap

USD 0.48B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the S&P Target Risk Aggressive Index composed of a portfolio of underlying equity and fixed income funds intended to represent an aggressive target risk allocation strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in the securities of other iShares underlying funds that themselves seek investment results corresponding to their own underlying index. The S&P Target Risk Aggressive Index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.

Inception Date: 04/11/2008

Primary Benchmark: S&P Target Risk Aggressive TR USD

Primary Index: Morningstar Mod Tgt Risk TR USD

Gross Expense Ratio: 0.25%

Management Expense Ratio: 0.18 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-08-19 )

Largest Industry Peers for Others

Symbol Name Mer Price(Change) Market Cap
SOJE SOJE 0.00 %

-0.08 (-0.39%)

USD 65.72B
ITDC Ishares Lifepath Target Date 2.. 0.00 %

+0.16 (+0.56%)

USD 36.86B
JEPI JPMorgan Equity Premium Income.. 0.00 %

+0.35 (+0.61%)

USD 32.78B
LCR Leuthold Core ETF 0.00 %

+0.22 (+0.66%)

USD 32.52B
DTB DTB 0.00 %

-0.30 (-1.44%)

USD 26.58B
DFAC Dimensional U.S. Core Equity 2.. 0.00 %

+0.38 (+1.21%)

USD 26.11B
JPST JPMorgan Ultra-Short Income ET.. 0.00 %

+0.02 (+0.04%)

USD 22.47B
SGOV iShares® 0-3 Month Treasury B.. 0.00 %

+0.05 (+0.05%)

USD 18.58B
TSPA T. Rowe Price US Equity Resear.. 0.00 %

+0.24 (+0.72%)

USD 16.23B
DFUV Dimensional US Marketwide Valu.. 0.00 %

+0.63 (+1.57%)

USD 10.15B

ETFs Containing AOA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.65% 59% D- 54% F
Dividend Return 0.37% 8% B- 6% D-
Total Return 11.02% 56% F 50% F
Trailing 12 Months  
Capital Gain -0.19% 59% D- 59% D-
Dividend Return 1.30% 33% F 24% F
Total Return 1.11% 55% F 54% F
Trailing 5 Years  
Capital Gain 14.66% 65% D 66% D+
Dividend Return 10.72% 57% F 40% F
Total Return 25.39% 64% D 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 3.25% 64% D 61% D-
Dividend Return 5.47% 64% D 56% F
Total Return 2.22% 68% D+ 49% F
Risk Return Profile  
Volatility (Standard Deviation) 8.15% 65% D 80% B-
Risk Adjusted Return 67.14% 71% C- 74% C
Market Capitalization 0.48B 80% B- 78% C+

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.