iShares Core Moderate Allocation Fund (AOM)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 0.59% | 3.16% | -2.57% |
Year-to-Date | -0.70% | 0.98% | -1.68% |
1 Year | 0.00% | 0.00% | 0.00% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
13%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 13% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.11%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$144
Real cost (fees + lost compounding)
$178
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
96%
Return in excess of styles
(over past year)
-1.54%