{
 "cite": {
  "publisher": "ETFIQ",
  "page": "https://etfiq.com/funds/aom",
  "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, AOM against the ETFIQ benchmark for its band, data as of 2026-10-20, https://etfiq.com/funds/aom"
 },
 "ticker": "AOM",
 "seriesId": "S000023586",
 "name": "iShares Core 40/60 Moderate 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-conservative",
  "name": "Moderately conservative",
  "stockShare": 41.255,
  "categoriesAsOf": "2026-10-21"
 },
 "benchmark": {
  "id": "etfiq-strategic-40",
  "name": "ETFIQ Strategic, 40% stocks",
  "url": "/benchmarks/strategic-40/",
  "frozen": "2026-10-03"
 },
 "asOf": "2026-10-20",
 "windows": {
  "1Y": {
   "from": "2025-09-30",
   "to": "2026-09-30",
   "months": 12,
   "fund": 0.057133003425351436,
   "benchmark": 0.05265385501757924,
   "fundAnnualised": 0.057133003425351436,
   "benchmarkAnnualised": 0.05265385501757924,
   "difference": 0.004479148407772193,
   "benchmarkBasis": "hypothetical",
   "differenceAnnualised": 0.004479148407772193
  },
  "3Y": {
   "from": "2023-09-29",
   "to": "2026-09-30",
   "months": 36,
   "fund": 0.373449398204597,
   "benchmark": 0.3610055893398383,
   "fundAnnualised": 0.1115718871464686,
   "benchmarkAnnualised": 0.10820465374664301,
   "difference": 0.01244380886475871,
   "benchmarkBasis": "hypothetical",
   "differenceAnnualised": 0.0033672333998255866
  },
  "5Y": {
   "from": "2021-09-30",
   "to": "2026-09-30",
   "months": 60,
   "fund": 0.2481841920116965,
   "benchmark": 0.2265471089312847,
   "fundAnnualised": 0.04533558701372553,
   "benchmarkAnnualised": 0.041686046141983235,
   "difference": 0.02163708308041179,
   "benchmarkBasis": "hypothetical",
   "differenceAnnualised": 0.003649540871742296
  },
  "10Y": {
   "from": "2016-09-30",
   "to": "2026-09-30",
   "months": 120,
   "fund": 0.7514027171028814,
   "benchmark": 0.7376270429999849,
   "fundAnnualised": 0.057641788541314076,
   "benchmarkAnnualised": 0.056806940218336655,
   "difference": 0.013775674102896485,
   "benchmarkBasis": "hypothetical",
   "differenceAnnualised": 0.0008348483229774217
  },
  "ITD": {
   "from": "2010-01-04",
   "to": "2026-10-20",
   "months": 200,
   "fund": 1.552350932255079,
   "benchmark": 1.5384020371641283,
   "fundAnnualised": 0.05890028950952875,
   "benchmarkAnnualised": 0.058440856287178544,
   "difference": 0.013948895090950764,
   "benchmarkBasis": "hypothetical",
   "annualisedFrom": "2010-01-29",
   "annualisedTo": "2026-09-30",
   "differenceAnnualised": 0.0004594332223502029
  },
  "YTD": {
   "from": "2025-12-31",
   "to": "2026-10-20",
   "months": 9,
   "fund": 0.042501470593431456,
   "benchmark": 0.040941662846228244,
   "fundAnnualised": null,
   "benchmarkAnnualised": null,
   "difference": 0.0015598077472032124,
   "differenceAnnualised": null,
   "benchmarkBasis": "hypothetical",
   "ytd": true
  }
 },
 "risk": {
  "window": "10Y",
  "from": "2016-09-30",
  "to": "2026-09-30",
  "months": 120,
  "fundVolatility": 0.07791284268344865,
  "benchmarkVolatility": 0.07930194231950201,
  "fundMaxDrawdown": -0.1996404738179265,
  "benchmarkMaxDrawdown": -0.20317578808616144,
  "fundMaxDrawdownTrough": "2022-10-14",
  "benchmarkMaxDrawdownTrough": "2022-10-14",
  "beta": 0.9781141497977084,
  "correlation": 0.9960613646850252,
  "trackingError": 0.0070974904287157406,
  "upCapture": 0.9977886764748299,
  "downCapture": 0.9868787429416552,
  "benchmarkBasis": "hypothetical"
 },
 "calendarYears": [
  {
   "year": "2025",
   "from": "2024-12-31",
   "to": "2025-12-31",
   "fund": 0.13273179113419808,
   "benchmark": 0.13129546809550052,
   "difference": 0.0014363230386975623,
   "benchmarkBasis": "hypothetical",
   "percentile": {
    "absent": "7 of the 7 funds in the moderately-conservative band have a total return in 2025; a percentile needs 10",
    "count": 7,
    "withoutFigure": [],
    "otherDates": [],
    "dropped": []
   }
  },
  {
   "year": "2024",
   "from": "2023-12-29",
   "to": "2024-12-31",
   "fund": 0.07938012294035568,
   "benchmark": 0.07229139136132612,
   "difference": 0.007088731579029561,
   "benchmarkBasis": "hypothetical",
   "percentile": {
    "absent": "5 of the 7 funds in the moderately-conservative band have a total return in 2024; a percentile needs 10",
    "count": 5,
    "withoutFigure": [
     "FARX",
     "TBFC"
    ],
    "otherDates": [],
    "dropped": []
   }
  },
  {
   "year": "2023",
   "from": "2022-12-30",
   "to": "2023-12-29",
   "fund": 0.1239603877718134,
   "benchmark": 0.12049980965716944,
   "difference": 0.003460578114643953,
   "benchmarkBasis": "hypothetical",
   "percentile": {
    "absent": "4 of the 7 funds in the moderately-conservative band have a total return in 2023; a percentile needs 10",
    "count": 4,
    "withoutFigure": [
     "FARX",
     "IRTR",
     "TBFC"
    ],
    "otherDates": [],
    "dropped": []
   }
  },
  {
   "year": "2022",
   "from": "2021-12-31",
   "to": "2022-12-30",
   "fund": -0.1454099774620231,
   "benchmark": -0.1483807671183941,
   "difference": 0.002970789656370987,
   "benchmarkBasis": "hypothetical",
   "percentile": {
    "absent": "4 of the 7 funds in the moderately-conservative band have a total return in 2022; a percentile needs 10",
    "count": 4,
    "withoutFigure": [
     "FARX",
     "IRTR",
     "TBFC"
    ],
    "otherDates": [],
    "dropped": []
   }
  },
  {
   "year": "2021",
   "from": "2020-12-31",
   "to": "2021-12-31",
   "fund": 0.06927493837888021,
   "benchmark": 0.059183957931934206,
   "difference": 0.010090980446946007,
   "benchmarkBasis": "hypothetical",
   "percentile": {
    "absent": "3 of the 7 funds in the moderately-conservative band have a total return in 2021; a percentile needs 10",
    "count": 3,
    "withoutFigure": [
     "FARX",
     "IRTR",
     "MFUL",
     "TBFC"
    ],
    "otherDates": [],
    "dropped": []
   }
  },
  {
   "year": "2020",
   "from": "2019-12-31",
   "to": "2020-12-31",
   "fund": 0.10018438508798555,
   "benchmark": 0.11922234745148352,
   "difference": -0.019037962363497973,
   "benchmarkBasis": "hypothetical",
   "percentile": {
    "absent": "3 of the 7 funds in the moderately-conservative band have a total return in 2020; a percentile needs 10",
    "count": 3,
    "withoutFigure": [
     "FARX",
     "IRTR",
     "MFUL",
     "TBFC"
    ],
    "otherDates": [],
    "dropped": []
   }
  },
  {
   "year": "2019",
   "from": "2018-12-31",
   "to": "2019-12-31",
   "fund": 0.15579956316660493,
   "benchmark": 0.158726454827262,
   "difference": -0.0029268916606570716,
   "benchmarkBasis": "hypothetical",
   "percentile": {
    "absent": "3 of the 7 funds in the moderately-conservative band have a total return in 2019; a percentile needs 10",
    "count": 3,
    "withoutFigure": [
     "FARX",
     "IRTR",
     "MFUL",
     "TBFC"
    ],
    "otherDates": [],
    "dropped": []
   }
  },
  {
   "year": "2018",
   "from": "2017-12-29",
   "to": "2018-12-31",
   "fund": -0.038858083398354615,
   "benchmark": -0.03784193040433159,
   "difference": -0.001016152994023023,
   "benchmarkBasis": "hypothetical",
   "percentile": {
    "absent": "3 of the 7 funds in the moderately-conservative band have a total return in 2018; a percentile needs 10",
    "count": 3,
    "withoutFigure": [
     "FARX",
     "IRTR",
     "MFUL",
     "TBFC"
    ],
    "otherDates": [],
    "dropped": []
   }
  },
  {
   "year": "2017",
   "from": "2016-12-30",
   "to": "2017-12-29",
   "fund": 0.11629324924834483,
   "benchmark": 0.11524167192866952,
   "difference": 0.001051577319675312,
   "benchmarkBasis": "hypothetical",
   "percentile": {
    "absent": "3 of the 7 funds in the moderately-conservative band have a total return in 2017; a percentile needs 10",
    "count": 3,
    "withoutFigure": [
     "FARX",
     "IRTR",
     "MFUL",
     "TBFC"
    ],
    "otherDates": [],
    "dropped": []
   }
  },
  {
   "year": "2016",
   "from": "2015-12-31",
   "to": "2016-12-30",
   "fund": 0.0570549477456086,
   "benchmark": 0.050218216556076056,
   "difference": 0.006836731189532541,
   "benchmarkBasis": "hypothetical",
   "percentile": {
    "absent": "3 of the 7 funds in the moderately-conservative band have a total return in 2016; a percentile needs 10",
    "count": 3,
    "withoutFigure": [
     "FARX",
     "IRTR",
     "MFUL",
     "TBFC"
    ],
    "otherDates": [],
    "dropped": []
   }
  },
  {
   "year": "2015",
   "from": "2014-12-31",
   "to": "2015-12-31",
   "fund": -0.0129448621513506,
   "benchmark": -0.002081260487982073,
   "difference": -0.010863601663368527,
   "benchmarkBasis": "hypothetical",
   "percentile": {
    "absent": "3 of the 7 funds in the moderately-conservative band have a total return in 2015; a percentile needs 10",
    "count": 3,
    "withoutFigure": [
     "FARX",
     "IRTR",
     "MFUL",
     "TBFC"
    ],
    "otherDates": [],
    "dropped": []
   }
  },
  {
   "year": "2014",
   "from": "2013-12-31",
   "to": "2014-12-31",
   "fund": 0.04655829506082099,
   "benchmark": 0.051103839558885866,
   "difference": -0.00454554449806488,
   "benchmarkBasis": "hypothetical",
   "percentile": {
    "absent": "3 of the 7 funds in the moderately-conservative band have a total return in 2014; a percentile needs 10",
    "count": 3,
    "withoutFigure": [
     "FARX",
     "IRTR",
     "MFUL",
     "TBFC"
    ],
    "otherDates": [],
    "dropped": []
   }
  },
  {
   "year": "2013",
   "from": "2012-12-31",
   "to": "2013-12-31",
   "fund": 0.10242955137554643,
   "benchmark": 0.07403477581023177,
   "difference": 0.028394775565314667,
   "benchmarkBasis": "hypothetical",
   "percentile": {
    "absent": "3 of the 7 funds in the moderately-conservative band have a total return in 2013; a percentile needs 10",
    "count": 3,
    "withoutFigure": [
     "FARX",
     "IRTR",
     "MFUL",
     "TBFC"
    ],
    "otherDates": [],
    "dropped": []
   }
  },
  {
   "year": "2012",
   "from": "2011-12-30",
   "to": "2012-12-31",
   "fund": 0.08420128238911184,
   "benchmark": 0.09207888194049652,
   "difference": -0.007877599551384673,
   "benchmarkBasis": "hypothetical",
   "percentile": {
    "absent": "2 of the 7 funds in the moderately-conservative band have a total return in 2012; a percentile needs 10",
    "count": 2,
    "withoutFigure": [
     "FARX",
     "INKM",
     "IRTR",
     "MFUL",
     "TBFC"
    ],
    "otherDates": [],
    "dropped": []
   }
  },
  {
   "year": "2011",
   "from": "2010-12-31",
   "to": "2011-12-30",
   "fund": 0.022971441376912205,
   "benchmark": 0.018739002781941183,
   "difference": 0.004232438594971022,
   "benchmarkBasis": "hypothetical",
   "percentile": {
    "absent": "2 of the 7 funds in the moderately-conservative band have a total return in 2011; a percentile needs 10",
    "count": 2,
    "withoutFigure": [
     "FARX",
     "INKM",
     "IRTR",
     "MFUL",
     "TBFC"
    ],
    "otherDates": [],
    "dropped": []
   }
  }
 ],
 "benchmarkCalendarYears": [
  {
   "year": "2025",
   "from": "2024-12-31",
   "to": "2025-12-31",
   "benchmark": 0.13129546809550052,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2024",
   "from": "2023-12-29",
   "to": "2024-12-31",
   "benchmark": 0.07229139136132612,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2023",
   "from": "2022-12-30",
   "to": "2023-12-29",
   "benchmark": 0.12049980965716944,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2022",
   "from": "2021-12-31",
   "to": "2022-12-30",
   "benchmark": -0.1483807671183941,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2021",
   "from": "2020-12-31",
   "to": "2021-12-31",
   "benchmark": 0.059183957931934206,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2020",
   "from": "2019-12-31",
   "to": "2020-12-31",
   "benchmark": 0.11922234745148352,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2019",
   "from": "2018-12-31",
   "to": "2019-12-31",
   "benchmark": 0.158726454827262,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2018",
   "from": "2017-12-29",
   "to": "2018-12-31",
   "benchmark": -0.03784193040433159,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2017",
   "from": "2016-12-30",
   "to": "2017-12-29",
   "benchmark": 0.11524167192866952,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2016",
   "from": "2015-12-31",
   "to": "2016-12-30",
   "benchmark": 0.050218216556076056,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2015",
   "from": "2014-12-31",
   "to": "2015-12-31",
   "benchmark": -0.002081260487982073,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2014",
   "from": "2013-12-31",
   "to": "2014-12-31",
   "benchmark": 0.051103839558885866,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2013",
   "from": "2012-12-31",
   "to": "2013-12-31",
   "benchmark": 0.07403477581023177,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2012",
   "from": "2011-12-30",
   "to": "2012-12-31",
   "benchmark": 0.09207888194049652,
   "benchmarkBasis": "hypothetical"
  },
  {
   "year": "2011",
   "from": "2010-12-31",
   "to": "2011-12-30",
   "benchmark": 0.018739002781941183,
   "benchmarkBasis": "hypothetical"
  }
 ],
 "riskByWindow": {
  "3Y": {
   "from": "2023-09-29",
   "to": "2026-09-30",
   "months": 36,
   "benchmarkBasis": "hypothetical",
   "benchmark": {
    "volatility": 0.07250435528584434,
    "maxDrawdown": -0.0646616743832642,
    "maxDrawdownPeak": "2024-12-06",
    "maxDrawdownTrough": "2025-04-08",
    "worstMonth": -0.03544726935620324,
    "worstMonthMonth": "2026-03",
    "sharpe": 0.8410741007183562
   },
   "fund": {
    "volatility": 0.06943845858330698,
    "maxDrawdown": -0.06544129770303952,
    "maxDrawdownPeak": "2025-02-14",
    "maxDrawdownTrough": "2025-04-08",
    "worstMonth": -0.0360195360199862,
    "worstMonthMonth": "2026-03",
    "sharpe": 0.9197144566809,
    "beta": 0.9556983610635891,
    "correlation": 0.9982341664569133,
    "trackingError": 0.005209140122712465,
    "upCapture": 0.9867191497148008,
    "downCapture": 0.9144575916959768
   }
  },
  "5Y": {
   "from": "2021-09-30",
   "to": "2026-09-30",
   "months": 60,
   "benchmarkBasis": "hypothetical",
   "benchmark": {
    "volatility": 0.0917618910102719,
    "maxDrawdown": -0.20317578808616144,
    "maxDrawdownPeak": "2021-11-09",
    "maxDrawdownTrough": "2022-10-14",
    "worstMonth": -0.06310286178629809,
    "worstMonthMonth": "2022-09",
    "sharpe": 0.06921181775615168
   },
   "fund": {
    "volatility": 0.0898154282948455,
    "maxDrawdown": -0.1996404738179265,
    "maxDrawdownPeak": "2021-11-05",
    "maxDrawdownTrough": "2022-10-14",
    "worstMonth": -0.060800410466826604,
    "worstMonthMonth": "2022-09",
    "sharpe": 0.10839234646182204,
    "beta": 0.9769700393637534,
    "correlation": 0.998785077419558,
    "trackingError": 0.004840676152428051,
    "upCapture": 0.992833176101584,
    "downCapture": 0.959540536137683
   }
  },
  "10Y": {
   "from": "2016-09-30",
   "to": "2026-09-30",
   "months": 120,
   "benchmarkBasis": "hypothetical",
   "benchmark": {
    "volatility": 0.07930194231950201,
    "maxDrawdown": -0.20317578808616144,
    "maxDrawdownPeak": "2021-11-09",
    "maxDrawdownTrough": "2022-10-14",
    "worstMonth": -0.0648948671694366,
    "worstMonthMonth": "2020-03",
    "sharpe": 0.4247406301156115
   },
   "fund": {
    "volatility": 0.07791284268344865,
    "maxDrawdown": -0.1996404738179265,
    "maxDrawdownPeak": "2021-11-05",
    "maxDrawdownTrough": "2022-10-14",
    "worstMonth": -0.06347183278178048,
    "worstMonthMonth": "2020-03",
    "sharpe": 0.441388334130254,
    "beta": 0.9781141497977084,
    "correlation": 0.9960613646850252,
    "trackingError": 0.0070974904287157406,
    "upCapture": 0.9977886764748299,
    "downCapture": 0.9868787429416552
   }
  },
  "benchmarkRelative": "the benchmark measured against itself has no beta, correlation, tracking error or capture: stats leaves them absent, \"measured against itself\""
 },
 "commonPeriod": {
  "from": "2010-01-29",
  "to": "2026-09-30",
  "firstMonth": "2010-02",
  "lastMonth": "2026-09",
  "months": 200,
  "fundAnnualised": 0.05890028950952875,
  "benchmarkAnnualised": 0.058440856287178544,
  "differenceAnnualised": 0.0004594332223502029,
  "benchmarkBasis": "hypothetical",
  "fundVolatility": 0.07005423707469063,
  "benchmarkVolatility": 0.07140623695798434,
  "fundMaxDrawdown": -0.1996404738179265,
  "fundMaxDrawdownPeak": "2021-11-05",
  "fundMaxDrawdownTrough": "2022-10-14",
  "benchmarkMaxDrawdown": -0.20317578808616144,
  "benchmarkMaxDrawdownPeak": "2021-11-09",
  "benchmarkMaxDrawdownTrough": "2022-10-14"
 },
 "benchmarkWindows": {
  "1Y": {
   "from": "2025-09-30",
   "to": "2026-09-30",
   "months": 12,
   "benchmark": 0.05265385501757924,
   "benchmarkAnnualised": 0.05265385501757924,
   "benchmarkBasis": "hypothetical"
  },
  "3Y": {
   "from": "2023-09-29",
   "to": "2026-09-30",
   "months": 36,
   "benchmark": 0.3610055893398383,
   "benchmarkAnnualised": 0.10820465374664301,
   "benchmarkBasis": "hypothetical"
  },
  "5Y": {
   "from": "2021-09-30",
   "to": "2026-09-30",
   "months": 60,
   "benchmark": 0.2265471089312847,
   "benchmarkAnnualised": 0.041686046141983235,
   "benchmarkBasis": "hypothetical"
  },
  "10Y": {
   "from": "2016-09-30",
   "to": "2026-09-30",
   "months": 120,
   "benchmark": 0.7376270429999849,
   "benchmarkAnnualised": 0.056806940218336655,
   "benchmarkBasis": "hypothetical"
  },
  "ITD": {
   "from": "2010-01-04",
   "to": "2026-10-20",
   "months": 200,
   "benchmark": 1.5384020371641283,
   "benchmarkAnnualised": 0.058440856287178544,
   "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-conservative 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": 7,
  "dropped": [],
  "windows": {
   "1Y": {
    "return": {
     "absent": "7 of the 7 funds in the moderately-conservative band have a total return over 1Y to 2026-09-30; a percentile needs 10",
     "count": 7,
     "withoutFigure": [],
     "otherDates": [],
     "dropped": []
    },
    "volatility": {
     "absent": "AOM has no volatility over 1Y: 12 monthly returns; volatility needs 36"
    },
    "maxDrawdown": {
     "absent": "7 of the 7 funds in the moderately-conservative band have a maximum drawdown over 1Y to 2026-09-30; a percentile needs 10",
     "count": 7,
     "withoutFigure": [],
     "otherDates": [],
     "dropped": []
    }
   },
   "3Y": {
    "return": {
     "absent": "4 of the 7 funds in the moderately-conservative band have an annualised return over 3Y to 2026-09-30; a percentile needs 10",
     "count": 4,
     "withoutFigure": [
      "FARX",
      "IRTR",
      "TBFC"
     ],
     "otherDates": [],
     "dropped": []
    },
    "volatility": {
     "absent": "4 of the 7 funds in the moderately-conservative band have a volatility over 3Y to 2026-09-30; a percentile needs 10",
     "count": 4,
     "withoutFigure": [
      "FARX",
      "IRTR",
      "TBFC"
     ],
     "otherDates": [],
     "dropped": []
    },
    "maxDrawdown": {
     "absent": "4 of the 7 funds in the moderately-conservative band have a maximum drawdown over 3Y to 2026-09-30; a percentile needs 10",
     "count": 4,
     "withoutFigure": [
      "FARX",
      "IRTR",
      "TBFC"
     ],
     "otherDates": [],
     "dropped": []
    }
   },
   "5Y": {
    "return": {
     "absent": "3 of the 7 funds in the moderately-conservative band have an annualised return over 5Y to 2026-09-30; a percentile needs 10",
     "count": 3,
     "withoutFigure": [
      "FARX",
      "IRTR",
      "MFUL",
      "TBFC"
     ],
     "otherDates": [],
     "dropped": []
    },
    "volatility": {
     "absent": "3 of the 7 funds in the moderately-conservative band have a volatility over 5Y to 2026-09-30; a percentile needs 10",
     "count": 3,
     "withoutFigure": [
      "FARX",
      "IRTR",
      "MFUL",
      "TBFC"
     ],
     "otherDates": [],
     "dropped": []
    },
    "maxDrawdown": {
     "absent": "3 of the 7 funds in the moderately-conservative band have a maximum drawdown over 5Y to 2026-09-30; a percentile needs 10",
     "count": 3,
     "withoutFigure": [
      "FARX",
      "IRTR",
      "MFUL",
      "TBFC"
     ],
     "otherDates": [],
     "dropped": []
    }
   },
   "10Y": {
    "return": {
     "absent": "3 of the 7 funds in the moderately-conservative band have an annualised return over 10Y to 2026-09-30; a percentile needs 10",
     "count": 3,
     "withoutFigure": [
      "FARX",
      "IRTR",
      "MFUL",
      "TBFC"
     ],
     "otherDates": [],
     "dropped": []
    },
    "volatility": {
     "absent": "3 of the 7 funds in the moderately-conservative band have a volatility over 10Y to 2026-09-30; a percentile needs 10",
     "count": 3,
     "withoutFigure": [
      "FARX",
      "IRTR",
      "MFUL",
      "TBFC"
     ],
     "otherDates": [],
     "dropped": []
    },
    "maxDrawdown": {
     "absent": "3 of the 7 funds in the moderately-conservative band have a maximum drawdown over 10Y to 2026-09-30; a percentile needs 10",
     "count": 3,
     "withoutFigure": [
      "FARX",
      "IRTR",
      "MFUL",
      "TBFC"
     ],
     "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": 0.052414999999999996,
   "unit": "percent",
   "booksAsOf": "2026-10-19",
   "path": "site/data/books/aom.json",
   "rows": 10,
   "fundWeight": 99.9,
   "funds": [
    {
     "ticker": "IUSB",
     "row": "ISHARES CORE UNIV USD BOND ETF",
     "weight": 48.88,
     "expenseRatio": 0.06,
     "date": "2026-02-23",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    },
    {
     "ticker": "IVV",
     "row": "ISHARES CORE S&P ETF TRUST",
     "weight": 24.27,
     "expenseRatio": 0.03,
     "date": "2026-07-27",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    },
    {
     "ticker": "IDEV",
     "row": "ISHARES CORE MSCI INT DEVEL ETF",
     "weight": 11.6,
     "expenseRatio": 0.04,
     "date": "2025-11-21",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    },
    {
     "ticker": "IAGG",
     "row": "iShares Core Intl Aggregate Bnd ET",
     "weight": 8.87,
     "expenseRatio": 0.07,
     "date": "2026-02-23",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    },
    {
     "ticker": "IEMG",
     "row": "ISHARES CORE MSCI EMERGING MARKETS",
     "weight": 4.39,
     "expenseRatio": 0.09,
     "date": "2025-12-19",
     "source": "485BPOS XBRL",
     "join": "ticker and name"
    },
    {
     "ticker": "IJH",
     "row": "ISHARES CORE S&P MID-CAP ETF",
     "weight": 1.28,
     "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": 0.61,
     "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": "AOM",
   "first": "2010-01-04",
   "last": "2026-10-20",
   "rows": 4225,
   "sha256": "23cdd978b932097e",
   "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/aom.json",
  "page": "https://etfiq.com/funds/aom"
 }
}