AOK - AOK: Worst May Be Behind
2024-04-02 09:34:23 ET
Summary
- The iShares Core Conservative Allocation ETF (AOK) is a stock-and-bond fund with a large allocation to bonds and a smaller allocation to equity funds.
- AOK outperformed the S&P 500 in terms of efficient returns through 2021, but things have taken a turn for the worse.
- AOK struggled in 2022 due to high inflation and rising interest rates, but there are signs that it may recover.
The iShares Core Conservative Allocation ETF ( AOK ) has historically been a great performer on a risk-adjusted basis . Despite the stock market having produced outstanding gains without many losses and volatility between 2009 and 2021, AOK delivered even better Sharpe and Sortino ratios (both are measures of "efficient returns") compared to the S&P 500 ( SPY ) during the same period, as the chart and table below depict....
AOK: Worst May Be Behind