{
 "cite": {
  "publisher": "ETFIQ",
  "page": "https://etfiq.com/funds/aoa",
  "methodology": "https://etfiq.com/methodology/benchmarks",
  "as_of": "2026-10-20",
  "class": "ETFIQ-computed",
  "license": "https://etfiq.com/license/",
  "license_text": "Computed by ETFIQ. Free to use with attribution: ETFIQ (etfiq.com).",
  "fields_note": "Each return is computed by ETFIQ from Tiingo daily prices; attribution and credit say so in the file.",
  "cite_as": "ETFIQ, AOA against the ETFIQ benchmark for its band, data as of 2026-10-20, https://etfiq.com/funds/aoa"
 },
 "ticker": "AOA",
 "seriesId": "S000023588",
 "name": "iShares Core 80/20 Aggressive Allocation ETF",
 "schema": "3",
 "spec": "1.15",
 "computed": "2026-10-21T05:14:59-04:00",
 "source": "tiingo-daily",
 "credit": "Data sourced by Tiingo",
 "creditUrl": "https://www.tiingo.com",
 "attribution": {
  "text": "Computed by ETFIQ from Tiingo daily prices",
  "source": "tiingo-daily",
  "from": "2010-01-04",
  "to": "2026-10-20",
  "dates": "the first and last closes of the result rows the figures are computed from",
  "licence": "https://etfiq.com/license/",
  "vendor": {
   "text": "Data sourced by Tiingo",
   "url": "https://www.tiingo.com"
  }
 },
 "band": {
  "id": "moderately-aggressive",
  "name": "Moderately aggressive",
  "stockShare": 80.637,
  "categoriesAsOf": "2026-10-21"
 },
 "benchmark": {
  "id": "etfiq-strategic-80",
  "name": "ETFIQ Strategic, 80% stocks",
  "url": "/benchmarks/strategic-80/",
  "frozen": "2026-10-03"
 },
 "asOf": "2026-10-20",
 "windows": {
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   "from": "2025-09-30",
   "to": "2026-09-30",
   "months": 12,
   "fund": 0.12858123213297024,
   "benchmark": 0.1265459192310685,
   "fundAnnualised": 0.12858123213297024,
   "benchmarkAnnualised": 0.1265459192310685,
   "difference": 0.0020353129019017313,
   "benchmarkBasis": "hypothetical",
   "differenceAnnualised": 0.0020353129019017313
  },
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   "from": "2023-09-29",
   "to": "2026-09-30",
   "months": 36,
   "fund": 0.6407130725509256,
   "benchmark": 0.6364536990247651,
   "fundAnnualised": 0.17944459943004465,
   "benchmarkAnnualised": 0.17842308248067185,
   "difference": 0.004259373526160459,
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   "differenceAnnualised": 0.0010215169493728027
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   "from": "2021-09-30",
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   "months": 60,
   "fund": 0.5548590214920102,
   "benchmark": 0.5358022037898287,
   "fundAnnualised": 0.0922906184425949,
   "benchmarkAnnualised": 0.08959990646733829,
   "difference": 0.019056817702181483,
   "benchmarkBasis": "hypothetical",
   "differenceAnnualised": 0.00269071197525661
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   "from": "2016-09-30",
   "to": "2026-09-30",
   "months": 120,
   "fund": 1.6188186651955068,
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   "benchmarkAnnualised": 0.10140891774344785,
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   "from": "2010-01-04",
   "to": "2026-10-20",
   "months": 200,
   "fund": 3.6927551279784474,
   "benchmark": 3.118977758557082,
   "fundAnnualised": 0.10043863414662191,
   "benchmarkAnnualised": 0.09226545160710264,
   "difference": 0.5737773694213653,
   "benchmarkBasis": "hypothetical",
   "annualisedFrom": "2010-01-29",
   "annualisedTo": "2026-09-30",
   "differenceAnnualised": 0.008173182539519264
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   "from": "2025-12-31",
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   "months": 9,
   "fund": 0.09973787322411165,
   "benchmark": 0.09894261535180404,
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   "benchmarkAnnualised": null,
   "difference": 0.0007952578723076087,
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   "benchmarkBasis": "hypothetical",
   "ytd": true
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 },
 "risk": {
  "window": "10Y",
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  "months": 120,
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  "benchmarkVolatility": 0.12391883497029026,
  "fundMaxDrawdown": -0.2837906076421943,
  "benchmarkMaxDrawdown": -0.2815306450927797,
  "fundMaxDrawdownTrough": "2020-03-23",
  "benchmarkMaxDrawdownTrough": "2020-03-23",
  "beta": 0.990749998785088,
  "correlation": 0.9987366039500143,
  "trackingError": 0.006274814502854393,
  "upCapture": 0.9953717408296058,
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  "benchmarkBasis": "hypothetical"
 },
 "calendarYears": [
  {
   "year": "2025",
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    "absent": "7 of the 10 funds in the moderately-aggressive band have a total return in 2025; a percentile needs 10",
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    "withoutFigure": [
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   "year": "2024",
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   "fund": 0.13545855006887608,
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    "absent": "6 of the 10 funds in the moderately-aggressive band have a total return in 2024; a percentile needs 10",
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    "withoutFigure": [
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   "year": "2023",
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   "fund": 0.18273476291785418,
   "benchmark": 0.18648370515523616,
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    "absent": "5 of the 10 funds in the moderately-aggressive band have a total return in 2023; a percentile needs 10",
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    "withoutFigure": [
     "AAAA",
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   "year": "2022",
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   "fund": -0.16232792245606675,
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    "absent": "5 of the 10 funds in the moderately-aggressive band have a total return in 2022; a percentile needs 10",
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   "year": "2021",
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   "fund": 0.1541440924063333,
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   "percentile": {
    "absent": "5 of the 10 funds in the moderately-aggressive band have a total return in 2021; a percentile needs 10",
    "count": 5,
    "withoutFigure": [
     "AAAA",
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  {
   "year": "2020",
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   "percentile": {
    "absent": "4 of the 10 funds in the moderately-aggressive band have a total return in 2020; a percentile needs 10",
    "count": 4,
    "withoutFigure": [
     "AAAA",
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  {
   "year": "2019",
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   "fund": 0.2260584744990628,
   "benchmark": 0.23162087969862655,
   "difference": -0.005562405199563747,
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   "percentile": {
    "absent": "3 of the 10 funds in the moderately-aggressive band have a total return in 2019; a percentile needs 10",
    "count": 3,
    "withoutFigure": [
     "AAAA",
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   "year": "2018",
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   "fund": -0.07866022257035077,
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    "absent": "3 of the 10 funds in the moderately-aggressive band have a total return in 2018; a percentile needs 10",
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    "withoutFigure": [
     "AAAA",
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     "TBFG",
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  {
   "year": "2017",
   "from": "2016-12-30",
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   "fund": 0.20041588376854813,
   "benchmark": 0.20026333073249125,
   "difference": 0.00015255303605687942,
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   "percentile": {
    "absent": "2 of the 10 funds in the moderately-aggressive band have a total return in 2017; a percentile needs 10",
    "count": 2,
    "withoutFigure": [
     "AAAA",
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   "year": "2016",
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   "fund": 0.07766683857332368,
   "benchmark": 0.07397431434947421,
   "difference": 0.0036925242238494693,
   "benchmarkBasis": "hypothetical",
   "percentile": {
    "absent": "2 of the 10 funds in the moderately-aggressive band have a total return in 2016; a percentile needs 10",
    "count": 2,
    "withoutFigure": [
     "AAAA",
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   "year": "2015",
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   "fund": -0.010788257700202308,
   "benchmark": -0.01237356327034278,
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   "benchmarkBasis": "hypothetical",
   "percentile": {
    "absent": "2 of the 10 funds in the moderately-aggressive band have a total return in 2015; a percentile needs 10",
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    "withoutFigure": [
     "AAAA",
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   "year": "2014",
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   "fund": 0.06011418260979462,
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   "percentile": {
    "absent": "1 of the 10 funds in the moderately-aggressive band has a total return in 2014; a percentile needs 10",
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    "withoutFigure": [
     "AAAA",
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   "year": "2013",
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   "fund": 0.22422593119246192,
   "benchmark": 0.17575588626252636,
   "difference": 0.04847004492993556,
   "benchmarkBasis": "hypothetical",
   "percentile": {
    "absent": "1 of the 10 funds in the moderately-aggressive band has a total return in 2013; a percentile needs 10",
    "count": 1,
    "withoutFigure": [
     "AAAA",
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   "year": "2012",
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   "fund": 0.15032323481562515,
   "benchmark": 0.1451806550144683,
   "difference": 0.0051425798011568435,
   "benchmarkBasis": "hypothetical",
   "percentile": {
    "absent": "1 of the 10 funds in the moderately-aggressive band has a total return in 2012; a percentile needs 10",
    "count": 1,
    "withoutFigure": [
     "AAAA",
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   "year": "2011",
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   "fund": -0.017448192685445174,
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   "benchmarkBasis": "hypothetical",
   "percentile": {
    "absent": "1 of the 10 funds in the moderately-aggressive band has a total return in 2011; a percentile needs 10",
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    "withoutFigure": [
     "AAAA",
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 ],
 "benchmarkCalendarYears": [
  {
   "year": "2025",
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   "benchmark": 0.19288468882823517,
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   "benchmark": 0.18648370515523616,
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   "benchmark": 0.1405373117041031,
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   "year": "2020",
   "from": "2019-12-31",
   "to": "2020-12-31",
   "benchmark": 0.15306883234730595,
   "benchmarkBasis": "hypothetical"
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  {
   "year": "2019",
   "from": "2018-12-31",
   "to": "2019-12-31",
   "benchmark": 0.23162087969862655,
   "benchmarkBasis": "hypothetical"
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   "year": "2018",
   "from": "2017-12-29",
   "to": "2018-12-31",
   "benchmark": -0.07730226936097684,
   "benchmarkBasis": "hypothetical"
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  {
   "year": "2017",
   "from": "2016-12-30",
   "to": "2017-12-29",
   "benchmark": 0.20026333073249125,
   "benchmarkBasis": "hypothetical"
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  {
   "year": "2016",
   "from": "2015-12-31",
   "to": "2016-12-30",
   "benchmark": 0.07397431434947421,
   "benchmarkBasis": "hypothetical"
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  {
   "year": "2015",
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   "benchmark": -0.01237356327034278,
   "benchmarkBasis": "hypothetical"
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   "year": "2014",
   "from": "2013-12-31",
   "to": "2014-12-31",
   "benchmark": 0.04183792018359722,
   "benchmarkBasis": "hypothetical"
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  {
   "year": "2013",
   "from": "2012-12-31",
   "to": "2013-12-31",
   "benchmark": 0.17575588626252636,
   "benchmarkBasis": "hypothetical"
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  {
   "year": "2012",
   "from": "2011-12-30",
   "to": "2012-12-31",
   "benchmark": 0.1451806550144683,
   "benchmarkBasis": "hypothetical"
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   "year": "2011",
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   "to": "2011-12-30",
   "benchmark": -0.04326113415922028,
   "benchmarkBasis": "hypothetical"
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 ],
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   "benchmarkBasis": "hypothetical",
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    "maxDrawdownPeak": "2025-02-18",
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   "fund": {
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    "maxDrawdownPeak": "2025-02-18",
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    "worstMonthMonth": "2026-03",
    "sharpe": 1.282365151168983,
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   "benchmarkBasis": "hypothetical",
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    "worstMonth": -0.08458071146099466,
    "worstMonthMonth": "2022-09",
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   "fund": {
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  "benchmarkRelative": "the benchmark measured against itself has no beta, correlation, tracking error or capture: stats leaves them absent, \"measured against itself\""
 },
 "commonPeriod": {
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  "fundMaxDrawdownPeak": "2020-02-12",
  "fundMaxDrawdownTrough": "2020-03-23",
  "benchmarkMaxDrawdown": -0.2815306450927797,
  "benchmarkMaxDrawdownPeak": "2020-02-12",
  "benchmarkMaxDrawdownTrough": "2020-03-23"
 },
 "benchmarkWindows": {
  "1Y": {
   "from": "2025-09-30",
   "to": "2026-09-30",
   "months": 12,
   "benchmark": 0.1265459192310685,
   "benchmarkAnnualised": 0.1265459192310685,
   "benchmarkBasis": "hypothetical"
  },
  "3Y": {
   "from": "2023-09-29",
   "to": "2026-09-30",
   "months": 36,
   "benchmark": 0.6364536990247651,
   "benchmarkAnnualised": 0.17842308248067185,
   "benchmarkBasis": "hypothetical"
  },
  "5Y": {
   "from": "2021-09-30",
   "to": "2026-09-30",
   "months": 60,
   "benchmark": 0.5358022037898287,
   "benchmarkAnnualised": 0.08959990646733829,
   "benchmarkBasis": "hypothetical"
  },
  "10Y": {
   "from": "2016-09-30",
   "to": "2026-09-30",
   "months": 120,
   "benchmark": 1.627156139798899,
   "benchmarkAnnualised": 0.10140891774344785,
   "benchmarkBasis": "hypothetical"
  },
  "ITD": {
   "from": "2010-01-04",
   "to": "2026-10-20",
   "months": 200,
   "benchmark": 3.118977758557082,
   "benchmarkAnnualised": 0.09226545160710264,
   "benchmarkBasis": "hypothetical",
   "annualisedFrom": "2010-01-29",
   "annualisedTo": "2026-09-30"
  }
 },
 "partialHistory": {
  "state": "full",
  "shortSeries": null,
  "fundFirstClose": "2010-01-04",
  "benchmarkFirstClose": "2010-01-04",
  "sharedFrom": "2010-01-04",
  "fundMonths": 200,
  "fundLacks": []
 },
 "percentiles": {
  "rule": "the funds categories.json places in the moderately-aggressive band today, each measured in every window it existed; fewer than 10 with a figure and the percentile is absent; the benchmark is placed against the set and not counted in it",
  "minimum": 10,
  "considered": 10,
  "dropped": [],
  "windows": {
   "1Y": {
    "return": {
     "absent": "8 of the 10 funds in the moderately-aggressive band have a total return over 1Y to 2026-09-30; a percentile needs 10",
     "count": 8,
     "withoutFigure": [
      "DPRE",
      "YLDW"
     ],
     "otherDates": [],
     "dropped": []
    },
    "volatility": {
     "absent": "AOA has no volatility over 1Y: 12 monthly returns; volatility needs 36"
    },
    "maxDrawdown": {
     "absent": "8 of the 10 funds in the moderately-aggressive band have a maximum drawdown over 1Y to 2026-09-30; a percentile needs 10",
     "count": 8,
     "withoutFigure": [
      "DPRE",
      "YLDW"
     ],
     "otherDates": [],
     "dropped": []
    }
   },
   "3Y": {
    "return": {
     "absent": "5 of the 10 funds in the moderately-aggressive band have an annualised return over 3Y to 2026-09-30; a percentile needs 10",
     "count": 5,
     "withoutFigure": [
      "AAAA",
      "DPRE",
      "ITDD",
      "TBFG",
      "YLDW"
     ],
     "otherDates": [],
     "dropped": []
    },
    "volatility": {
     "absent": "5 of the 10 funds in the moderately-aggressive band have a volatility over 3Y to 2026-09-30; a percentile needs 10",
     "count": 5,
     "withoutFigure": [
      "AAAA",
      "DPRE",
      "ITDD",
      "TBFG",
      "YLDW"
     ],
     "otherDates": [],
     "dropped": []
    },
    "maxDrawdown": {
     "absent": "5 of the 10 funds in the moderately-aggressive band have a maximum drawdown over 3Y to 2026-09-30; a percentile needs 10",
     "count": 5,
     "withoutFigure": [
      "AAAA",
      "DPRE",
      "ITDD",
      "TBFG",
      "YLDW"
     ],
     "otherDates": [],
     "dropped": []
    }
   },
   "5Y": {
    "return": {
     "absent": "5 of the 10 funds in the moderately-aggressive band have an annualised return over 5Y to 2026-09-30; a percentile needs 10",
     "count": 5,
     "withoutFigure": [
      "AAAA",
      "DPRE",
      "ITDD",
      "TBFG",
      "YLDW"
     ],
     "otherDates": [],
     "dropped": []
    },
    "volatility": {
     "absent": "5 of the 10 funds in the moderately-aggressive band have a volatility over 5Y to 2026-09-30; a percentile needs 10",
     "count": 5,
     "withoutFigure": [
      "AAAA",
      "DPRE",
      "ITDD",
      "TBFG",
      "YLDW"
     ],
     "otherDates": [],
     "dropped": []
    },
    "maxDrawdown": {
     "absent": "5 of the 10 funds in the moderately-aggressive band have a maximum drawdown over 5Y to 2026-09-30; a percentile needs 10",
     "count": 5,
     "withoutFigure": [
      "AAAA",
      "DPRE",
      "ITDD",
      "TBFG",
      "YLDW"
     ],
     "otherDates": [],
     "dropped": []
    }
   },
   "10Y": {
    "return": {
     "absent": "2 of the 10 funds in the moderately-aggressive band have an annualised return over 10Y to 2026-09-30; a percentile needs 10",
     "count": 2,
     "withoutFigure": [
      "AAAA",
      "DPRE",
      "ITDD",
      "OCIO",
      "RISN",
      "TBFG",
      "TRND",
      "YLDW"
     ],
     "otherDates": [],
     "dropped": []
    },
    "volatility": {
     "absent": "2 of the 10 funds in the moderately-aggressive band have a volatility over 10Y to 2026-09-30; a percentile needs 10",
     "count": 2,
     "withoutFigure": [
      "AAAA",
      "DPRE",
      "ITDD",
      "OCIO",
      "RISN",
      "TBFG",
      "TRND",
      "YLDW"
     ],
     "otherDates": [],
     "dropped": []
    },
    "maxDrawdown": {
     "absent": "2 of the 10 funds in the moderately-aggressive band have a maximum drawdown over 10Y to 2026-09-30; a percentile needs 10",
     "count": 2,
     "withoutFigure": [
      "AAAA",
      "DPRE",
      "ITDD",
      "OCIO",
      "RISN",
      "TBFG",
      "TRND",
      "YLDW"
     ],
     "otherDates": [],
     "dropped": []
    }
   }
  }
 },
 "costs": {
  "fundExpenseRatio": {
   "value": 0.15,
   "unit": "percent",
   "source": "485BPOS XBRL",
   "date": "2025-11-21",
   "url": "https://www.sec.gov/Archives/edgar/data/1100663/000119312525291438/",
   "path": "site/data/core.json"
  },
  "holdingsWeightedExpenseRatio": {
   "value": 0.04398900000000001,
   "unit": "percent",
   "booksAsOf": "2026-10-19",
   "path": "site/data/books/aoa.json",
   "rows": 10,
   "fundWeight": 99.89,
   "funds": [
    {
     "ticker": "IVV",
     "row": "ISHARES CORE S&P ETF TRUST",
     "weight": 46.83,
     "expenseRatio": 0.03,
     "date": "2026-07-27",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    },
    {
     "ticker": "IDEV",
     "row": "ISHARES CORE MSCI INT DEVEL ETF",
     "weight": 22.38,
     "expenseRatio": 0.04,
     "date": "2025-11-21",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    },
    {
     "ticker": "IUSB",
     "row": "ISHARES CORE UNIV USD BOND ETF",
     "weight": 15.72,
     "expenseRatio": 0.06,
     "date": "2026-02-23",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    },
    {
     "ticker": "IEMG",
     "row": "ISHARES CORE MSCI EMERGING MARKETS",
     "weight": 8.47,
     "expenseRatio": 0.09,
     "date": "2025-12-19",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    },
    {
     "ticker": "IAGG",
     "row": "iShares Core Intl Aggregate Bnd ET",
     "weight": 2.85,
     "expenseRatio": 0.07,
     "date": "2026-02-23",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    },
    {
     "ticker": "IJH",
     "row": "ISHARES CORE S&P MID-CAP ETF",
     "weight": 2.46,
     "expenseRatio": 0.05,
     "date": "2026-07-27",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    },
    {
     "ticker": "IJR",
     "row": "ISHARES CORE S&P SMALL-CAP ETF",
     "weight": 1.18,
     "expenseRatio": 0.06,
     "date": "2026-07-27",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    }
   ],
   "notJoined": [
    {
     "row": "USD CASH",
     "ticker": "USD",
     "weight": -0.01,
     "why": "the ticker is 'ProShares Ultra Semiconductors' on ETFIQ; the names do not match (0 of 2 words found)"
    }
   ]
  }
 },
 "absent": [],
 "units": {
  "windows": "fund, benchmark, fundAnnualised, benchmarkAnnualised: decimal total return (0.0823 is 8.23%); difference: fund minus benchmark, a decimal of return, printed in percentage points; months: whole months",
  "risk": "volatilities and tracking error: annualised decimals; max drawdowns: decimals of value, on daily values; beta, correlation, upCapture, downCapture: ratios",
  "band.stockShare": "percent of net assets, looked through the funds it holds",
  "costs": "expense ratios: percent a year, as ETFIQ's fee files hold them; weights: percent of the book",
  "calendarYears": "fund, benchmark: decimal total return over the calendar year (December close to December close); difference: fund minus benchmark, a decimal of return",
  "riskByWindow": "volatility: annualised decimal; maxDrawdown and worstMonth: decimals, the drawdown on daily values; sharpe, beta, correlation, upCapture, downCapture: ratios; trackingError: annualised decimal",
  "percentiles": "percentile: 0 to 100, the share of the set at or below the figure, ties counted half (scores.pct_rank); value, median, low, high: decimals in the figure's own unit",
  "commonPeriod": "annualised returns and volatility: annualised decimals; maximum drawdowns: decimals"
 },
 "inputs": {
  "categories": {
   "path": "site/data/categories.json",
   "sha256": "2bcf95347545e478",
   "asOf": "2026-10-21",
   "generated": "2026-10-21T05:09:13-04:00",
   "code": {
    "path": "pipeline/categories.py",
    "sha256": "0a6b9a8297f87a3a",
    "bookDateRule": "5b93a30d78f9f9a2"
   }
  },
  "stockShareDate": "2026-07-31",
  "fund": {
   "fetched": "AOA",
   "first": "2010-01-04",
   "last": "2026-10-20",
   "rows": 4225,
   "sha256": "826d56773bc0ec83",
   "nameCheck": "pass",
   "modelStart": "2010-01-04",
   "modelEnd": "2026-10-20"
  },
  "benchmark": {
   "start": "2010-01-04",
   "end": "2026-10-20",
   "knownFrom": "2026-10-05",
   "rebalances": 202,
   "securities": {
    "VT": {
     "fetched": "VT",
     "first": "2010-01-04",
     "last": "2026-10-20",
     "rows": 4225,
     "sha256": "f1752eb96c9cd2e4"
    },
    "BND": {
     "fetched": "BND",
     "first": "2010-01-04",
     "last": "2026-10-20",
     "rows": 4225,
     "sha256": "5d861746eea2df45"
    },
    "AGG": {
     "fetched": "AGG",
     "first": "2010-01-04",
     "last": "2026-10-20",
     "rows": 4225,
     "sha256": "13b61ef44116a9c5"
    }
   }
  },
  "shared": {
   "from": "2010-01-04",
   "to": "2026-10-20",
   "wholeMonths": 200
  },
  "engine": {
   "path": "pipeline/modelhub/engine.py",
   "sha256": "de3143ac5e77cf95"
  },
  "riskFree": {
   "source": "treasury",
   "series": "13-week coupon equivalent",
   "last": "2026-09"
  }
 },
 "published": {
  "url": "https://etfiq.com/data/modelhub/compare/aoa.json",
  "page": "https://etfiq.com/funds/aoa"
 }
}