iShares Core 60/40 Balanced Allocation ETF (AOR)

Market Price (5/22/2026): $68.675

iShares Core 60/40 Balanced Allocation ETF (AOR)

Market Price (5/22/2026): $68.675

Asset Allocation with AOR

	ETF	1D	1W	1M	YTD
Equity	AOR	0.3%	-0.4%	1.8%	5.6%
Bond	BND	0.1%	-0.3%	-0.9%	-0.2%
Gold	GLD	-0.1%	-2.4%	-4.2%	5.2%
Commodity	DBC	-0.6%	-1.4%	4.0%	37.3%
Real Estate	VNQ	0.2%	1.4%	2.3%	10.4%
Bitcoin	BTCUSD	0.5%	-4.0%	-0.5%	-11.1%
Cash	GOVT	0.1%	-0.3%	-1.3%	-0.9%

	ETF	Return	Volatility	Sharpe
Equity	AOR	8.4%	9.9%	59.1%
Bond	BND	1.6%	5.2%	-20.4%
Gold	GLD	13.2%	15.0%	68.6%
Commodity	DBC	7.8%	16.7%	37.6%
Real Estate	VNQ	5.4%	17.7%	21.9%
Bitcoin	BTCUSD	67.2%	76.6%	100.9%
Cash	GOVT	0.5%	5.0%	-42.2%

Figures are on an annualized basis, based on monthly return data for the last 10 years

	ETF	Inflation Shock	Covid Pandemic	2018 Correction
Equity	AOR	-20.3%	-20.8%	-10.6%
Bond	BND	-14.2%	-2.2%	1.3%
Gold	GLD	-7.7%	-6.3%	5.0%
Commodity	DBC	20.5%	-23.7%	-17.5%
Real Estate	VNQ	-29.8%	-41.6%	-11.1%
Bitcoin	BTCUSD	-56.0%	-33.5%	-37.4%
Cash	GOVT	-12.4%	4.4%	1.6%

The table shows the return of different asset classes during market crises - specifically during the period where the S&P fell and bottomed

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Price Chart

ETF Price
Price/Gold

Top 20 Holdings for AOR

Total Weights
Top 5: 9.6% | Top 10: 14.2% | Top 20: 18.8%

	Holding	Weight
67066G104	NVIDIA CORP	3.03%
037833100	APPLE INC	2.32%
594918104	MICROSOFT CORP	1.61%
023135106	AMAZON.COM INC	1.38%
02079K305	ALPHABET INC CLASS A	1.24%
11135F101	BROADCOM INC	1.10%
02079K107	ALPHABET INC CLASS C	0.98%
09248U643	BLK Liquidity Temp Cash Inst #21	0.94%
S68891068	TAIWAN SEMICONDUCTOR MANUFACTURING	0.83%
30303M102	META PLATFORMS INC CLASS A	0.72%
87612EBA3	USD CASH	0.68%
88160R101	TESLA INC	0.66%
084670702	BERKSHIRE HATHAWAY INC CLASS B	0.47%
595112103	MICRON TECHNOLOGY INC	0.46%
700593000	SAMSUNG ELECTRONICS LTD	0.44%
46625H100	JPMORGAN CHASE & CO	0.43%
532457108	ELI LILLY	0.42%
007903107	ADVANCED MICRO DEVICES INC	0.39%
N07059202	ASML HOLDING NV	0.36%
30231G102	EXXON MOBIL CORP	0.34%

Performance for AOR Top Holdings

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Guidance Updates for AOR Top Holdings

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Return vs. Risk

Price Returns Compared

	2021	2022	2023	2024	2025	2026	Total [1]
Returns
AOR Return	11%	-16%	16%	11%	16%	5%	47%
Peers Return	9%	-15%	13%	11%	15%	2%	36%
S&P 500 Return	27%	-19%	24%	23%	16%	9%	98%
Monthly Win Rates [3]
AOR Win Rate	75%	33%	58%	67%	92%	80%
Peers Win Rate	72%	36%	56%	75%	88%	58%
S&P 500 Win Rate	75%	42%	67%	75%	67%	60%
Max Drawdowns [4]
AOR Max Drawdown	-3%	-21%	-8%	-4%	-10%	-7%
Peers Max Drawdown	-3%	-21%	-8%	-5%	-9%	-6%
S&P 500 Max Drawdown	-5%	-25%	-10%	-8%	-19%	-9%

[1] Cumulative total returns since the beginning of 2021
[2] Peers: CGBL, AOA, AOM, AOK, DRSK.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/21/2026 (YTD)

Sharpe Ratios Compared

One measure of reward vs. risk is a Sharpe ratio. A higher ratio indicates better risk-adjusted returns. Most funds have Sharpe ratios < 1.0.

Ticker	1Y	3Y	5Y
AOR	1.72	0.93	0.34
Equity Top Results (3Y)
SPMO	1.93	1.45	0.89
SMH	2.99	1.44	0.91
CGDV	2.12	1.32	0.89
ALLW	1.75	1.29	1.29
DYNF	1.96	1.28	0.68

Results as of 4302026.

Event	AOR	S&P 500
2022 Inflation Shock & Fed Tightening
% Loss	-21.5%	-24.5%
% Gain to Breakeven	27.3%	32.4%
Time to Breakeven	504 days	427 days
2020 COVID-19 Crash
% Loss	-22.7%	-33.7%
% Gain to Breakeven	29.4%	50.9%
Time to Breakeven	134 days	140 days
Q4 2018 Fed Policy Error / Growth Scare
% Loss	-10.0%	-19.2%
% Gain to Breakeven	11.2%	23.8%
Time to Breakeven	81 days	105 days
2011 US Debt Ceiling Crisis & European Contagion
% Loss	-12.1%	-17.9%
% Gain to Breakeven	13.8%	21.8%
Time to Breakeven	123 days	123 days
2008-2009 Global Financial Crisis
% Loss	-12.4%	-53.4%
% Gain to Breakeven	14.2%	114.4%
Time to Breakeven	25 days	1085 days

Compare to CGBL, AOA, AOM, AOK, DRSK

In The Past

iShares Core 60/40 Balanced Allocation ETF's stock fell -9.6% during the 2025 US Tariff Shock. Such a loss loss requires a 10.6% gain to breakeven.

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Event	AOR	S&P 500
2022 Inflation Shock & Fed Tightening
% Loss	-21.5%	-24.5%
% Gain to Breakeven	27.3%	32.4%
Time to Breakeven	504 days	427 days
2020 COVID-19 Crash
% Loss	-22.7%	-33.7%
% Gain to Breakeven	29.4%	50.9%
Time to Breakeven	134 days	140 days

Compare to CGBL, AOA, AOM, AOK, DRSK

In The Past

iShares Core 60/40 Balanced Allocation ETF's stock fell -9.6% during the 2025 US Tariff Shock. Such a loss loss requires a 10.6% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

AOR Dip Buy History

AOR had 11 events since 11/11/2008 where the dip threshold of -5.0% within 60 days was triggered

18% median peak return within 1 year of dip event
338 days is the median time to peak return after a dip event
-4.3% median max drawdown within 1 year of dip event

60 Day Dip			AOR Subsequent Performance
Date	AOR	SPY	1Y	Peak Return	Max Drop	# Days to Peak
Median			13%	18%	-4%	338
4072025	-6%	-14%	26%	29%	-1%	324
10052023	-5%	-4%	23%	25%	-2%	357
9262022	-5%	-3%	12%	18%	-1%	308
2222022	-6%	-8%	-6%	2%	-16%	35
3092020	-7%	-12%	24%	26%	-14%	340
10242018	-6%	-5%	13%	13%	-4%	365
1132016	-6%	-7%	13%	13%	-2%	364
8212015	-6%	-7%	8%	8%	-5%	363
8042011	-7%	-11%	9%	10%	-6%	242
6072010	-5%	-8%	18%	22%	-0%	326
2102009	-7%	-2%	22%	29%	-12%	338

[1] Dip event defined as first instance dip threshold is triggered within a 60-day time period.
[2] Analysis for period from 1/1/2005 to 5/21/2026

AOR had 5 events since 11/11/2008 where the dip threshold of -10% within 90 days was triggered

21% median peak return within 1 year of dip event
337 days is the median time to peak return after a dip event
-1.6% median max drawdown within 1 year of dip event

90 Day Dip			AOR Subsequent Performance
Date	AOR	SPY	1Y	Peak Return	Max Drop	# Days to Peak
Median			20%	21%	-2%	337
10072022	-10%	-11%	12%	18%	-2%	297
5032022	-10%	-11%	0%	2%	-12%	275
3122020	-13%	-18%	36%	37%	-6%	337
10032011	-10%	-16%	20%	21%	0%	347
4092009	-13%	-3%	29%	28%	-1%	365

[1] Dip event defined as first instance dip threshold is triggered within a 90-day time period.
[2] Analysis for period from 1/1/2005 to 5/21/2026

AOR had 1 events since 11/11/2008 where the dip threshold of -20% within 180 days was triggered

19% median peak return within 1 year of dip event
304 days is the median time to peak return after a dip event
-0.7% median max drawdown within 1 year of dip event

180 Day Dip			AOR Subsequent Performance
Date	AOR	SPY	1Y	Peak Return	Max Drop	# Days to Peak
Median			11%	19%	-1%	304
9302022	-21%	-23%	11%	19%	-1%	304

[1] Dip event defined as first instance dip threshold is triggered within a 180-day time period.
[2] Analysis for period from 1/1/2005 to 5/21/2026

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Current Dip Buy Opportunities Across ETFs

ETFs currently down 5% or more from trailing 6M peaks.

Ticker	Name	Dip %	Mkt Price	Price Date	Peak Price	Peak Date	# Days
NOBL	ProShares S&P 500 Dividend Aristocrats ETF	-5.9%	107.32	5212026	114.03	3012026	81
JEPI	JPMorgan Equity Premium Income ETF	-5.1%	56.08	5212026	59.09	3012026	81
ARKK	ARK Innovation ETF	-7.9%	76.62	5212026	83.21	1132026	128
URA	Global X Uranium ETF	-21.0%	48.86	5212026	61.81	1282026	113
LIT	Global X Lithium & Battery Tech ETF	-7.9%	84.38	5212026	91.62	5112026	10
CGBL	Capital Group Core Balanced ETF	-6.2%	34.41	5212026	36.67	2252026	85
XLF	State Street Financial Select Sector SPDR ETF	-7.8%	51.73	5212026	56.11	1062026	135
XLV	State Street Health Care Select Sector SPDR ETF	-7.1%	148.15	5212026	159.54	3012026	81
XLE	State Street Energy Select Sector SPDR ETF	-5.5%	59.13	5212026	62.56	3292026	53
XLP	State Street Consumer Staples Select Sector SPDR ETF	-5.4%	84.66	5212026	89.51	3012026	81
XLU	State Street Utilities Select Sector SPDR ETF	-5.1%	45.00	5212026	47.40	3012026	81
XLB	State Street Materials Select Sector SPDR ETF	-6.3%	50.02	5212026	53.38	2112026	99
ITA	iShares U.S. Aerospace & Defense ETF	-10.9%	223.15	5212026	250.42	3022026	80
XOP	State Street SPDR S&P Oil & Gas Exploration & Production ETF	-9.3%	170.65	5212026	188.18	3292026	53
TLT	iShares 20+ Year Treasury Bond ETF	-6.6%	84.22	5212026	90.16	3012026	81
VGLT	Vanguard Long-Term Treasury ETF	-5.7%	53.91	5212026	57.20	3012026	81
SPTL	State Street SPDR Portfolio Long Term Treasury ETF	-6.1%	25.61	5212026	27.28	3012026	81
TLH	iShares 10-20 Year Treasury Bond ETF	-5.7%	98.34	5212026	104.25	3012026	81
EDV	Vanguard World Funds Extended Duration ETF	-9.1%	62.11	5212026	68.33	3012026	81
GSG	iShares GSCI Commodity	-5.8%	30.01	5212026	31.85	3182026	64
GLD	SPDR Gold Trust	-15.9%	416.99	5212026	495.90	1292026	112
IAU	iShares Gold Trust	-15.9%	85.43	5212026	101.57	1292026	112
GLDM	SPDR Gold MiniShares Trust	-15.8%	89.87	5212026	106.77	1292026	112
SGOL	ETFS Physical Swiss Gold Shares	-13.1%	44.66	5212026	51.41	1292026	112
BAR	Direxion Daily Gold Bull 3X Shares	-16.6%	44.34	5212026	53.16	1292026	112
SLV	iShares Silver Trust	-34.2%	69.45	5212026	105.60	1282026	113
SIVR	ETFS Physical Silver Shares Trust ETF	-24.8%	83.39	5212026	110.87	1282026	113
PPLT	ETFS Physical Platinum Shares	-29.3%	17.84	5212026	25.23	1252026	116
CPER	United States Copper Index Fund ETV	-13.9%	33.33	5212026	38.71	1292026	112
PALL	ETFS Physical Palladium Shares	-32.2%	25.22	5212026	37.18	1282026	113
USO	United States Oil Fund LP	-6.8%	142.54	5212026	152.96	5192026	2
UNG	United States Natural Gas Fund LP	-33.0%	11.33	5212026	16.90	2012026	109
BNO	United States Brent Oil Fund LP ETV	-7.1%	55.85	5212026	60.13	5042026	17
IBIT	iShares Bitcoin Trust ETF	-20.6%	44.00	5212026	55.44	1142026	127
FBTC	Fidelity Wise Origin Bitcoin Fund	-20.6%	67.56	5212026	85.12	1142026	127
GBTC	Grayscale Bitcoin Trust ETF	-19.0%	61.84	5212026	76.31	1142026	127
ETHA	iShares Ethereum Trust ETF	-36.9%	16.15	5212026	25.59	1142026	127

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Dip buy opportunities on AOR

Dip buy opportunities across sector ETFs

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About AOR

Holdings Count: 7
Expense Ratio: 0.2%
Inception Date: 2008-11-04

iShares Core 60/40 Balanced Allocation ETF
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.
Asset Class: Multi-Asset | ETF Website

Recent Active Movers

Top Gainers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
FBYD	Falcons Beyond Global	0.8	36.6%	27.2%
QBTS	D-Wave Quantum	9.1	33.4%	-1.6%
RGTI	Rigetti Computing	7.3	30.6%	-0.5%
FCEL	FuelCell Energy	1.3	30.5%	260.9%
APLD	Applied Digital	13.5	21.5%	95.8%
QUBT	Quantum Computing	2.5	19.4%	11.2%
WOLF	Wolfspeed	1.9	18.6%	299.2%
HOV	Hovnanian Enterprises	0.7	17.8%	18.4%
ENPH	Enphase Energy	8.2	17.3%	94.5%
AXTI	AXT	5.4	15.7%	640.2%

Top Losers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
INTU	Intuit	85.4	-20.0%	-53.4%
SLS	SELLAS Life Sciences	1.1	-15.7%	100.5%
BVS	Bioventus	0.6	-13.2%	27.6%
NPK	National Presto Industries	0.9	-10.2%	21.5%
GTN-A	Gray Media	0.9	-9.9%	-28.2%
SATS	EchoStar	37.0	-9.4%	18.2%
BORR	Borr Drilling	1.6	-8.7%	40.0%
NN	NextNav	2.9	-7.8%	28.5%
VAL	Valaris	7.1	-7.4%	101.3%
WMT	Walmart	967.2	-7.3%	9.3%

Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
FBYD	Falcons Beyond Global	0.8	68.9%	27.2%
TE	T1 Energy	1.9	52.2%	30.5%
RXO	RXO	4.1	39.1%	92.7%
BLDP	Ballard Power Systems	1.6	31.5%	113.8%
SG	Sweetgreen	1.1	30.3%	32.8%
ALAB	Astera Labs	50.5	30.3%	79.0%
RAMP	LiveRamp	2.4	29.9%	28.8%
ENPH	Enphase Energy	8.2	29.8%	94.5%
HIVE	HIVE Digital Technologies	0.9	29.6%	49.2%
SEDG	SolarEdge Technologies	3.8	25.4%	118.4%

Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
POET	POET Technologies	1.8	-28.0%	134.1%
DSGN	Design Therapeutics	0.6	-24.3%	17.4%
BTGO	BitGo	0.9	-21.3%	-58.0%
FIGR	Figure Technology Solutions	7.4	-20.5%	-15.8%
USAS	Americas Gold And Silver	1.6	-20.1%	11.7%
OPTU	Optimum Communications	0.3	-18.8%	-56.7%
INTU	Intuit	85.4	-18.8%	-53.4%
GTN-A	Gray Media	0.9	-18.6%	-28.2%
SVM	Silvercorp Metals	2.7	-18.2%	46.6%
ONDS	Ondas	3.5	-18.1%	-5.9%

Top Gainers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
MXL	MaxLinear	8.7	194.1%	471.8%
WOLF	Wolfspeed	1.9	150.5%	299.2%
BAND	Bandwidth	1.8	149.0%	278.9%
FCEL	FuelCell Energy	1.3	123.6%	260.9%
INOD	Innodata	3.2	108.2%	93.4%
INTC	Intel	602.3	81.6%	221.1%
VPG	Vishay Precision	1.4	81.5%	170.2%
XMTR	Xometry	4.5	79.6%	46.1%
PENG	Penguin Solutions	2.6	77.0%	149.5%
ENPH	Enphase Energy	8.2	76.3%	94.5%

Top Losers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
CAR	Avis Budget	5.6	-64.5%	22.9%
EMBC	Embecta	0.2	-64.0%	-71.6%
FWRD	Forward Air	0.3	-63.3%	-66.6%
CABO	Cable One	0.3	-58.6%	-57.7%
OPTU	Optimum Communications	0.3	-58.3%	-56.7%
PSIX	Power Solutions International	0.9	-53.1%	-30.7%
TRDA	Entrada Therapeutics	0.3	-51.6%	-38.6%
ERAS	Erasca	3.3	-46.4%	212.0%
BETR	Better Home & Finance	0.4	-45.5%	-23.2%
BRBR	BellRing Brands	1.1	-45.2%	-66.1%

Short Interest

Short Interest: As Of Date	4302026
Short Interest: Shares Quantity	0.1 Mil
Short Interest: % Change Since 4152026	-50.5%
Average Daily Volume	0.3 Mil
Days-to-Cover Short Interest	1

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iShares Core 60/40 Balanced Allocation ETF (AOR)

Market Price (5/22/2026): $68.675

iShares Core 60/40 Balanced Allocation ETF (AOR)

Market Price (5/22/2026): $68.675

Asset Allocation with AOR

Price Chart

Valuation & Yield

Top 20 Holdings for AOR

Performance for AOR Top Holdings

Guidance Updates for AOR Top Holdings

Return vs. Risk

Price Returns Compared

Sharpe Ratios Compared

How Low Can It Go

In The Past

Preserve Wealth

Asset Allocation

In The Past

Preserve Wealth

Asset Allocation

AOR Dip Buy History

Current Dip Buy Opportunities Across ETFs

Set Alerts and Notifications

Stay Informed

Trade & Investment Ideas

Wealth

Alert Me Periodically

Inform Me Once

About AOR

Latest Trefis Analyses

Recent Active Movers

Top Gainers

Top Losers

Top Gainers

Top Losers

Top Gainers

Top Losers

More From Trefis

Research & Analysis

Invest in Strategies

Wealth Management

Short Interest

Returns Analyses

External Quote Links