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Video: Compound Annual Growth Rate (CAGR) Definition
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 |
Date |
Open |
High |
Low |
Close |
Volume |
06/27/2022 |
$39.18 |
$39.25 |
$39.07 |
$39.14 |
264.40K | 06/28/2022 |
$39.22 |
$39.28 |
$38.87 |
$38.87 |
169.80K | 06/29/2022 |
$38.97 |
$39.00 |
$38.80 |
$38.95 |
136.90K | 06/30/2022 |
$38.78 |
$39.09 |
$38.73 |
$38.96 |
136.70K | 07/01/2022 |
$39.03 |
$39.26 |
$39.01 |
$39.26 |
74.90K |
 |
iShares Moderate Allocation is an open-end management investment company. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P Target Risk Moderate Index (the Moderate Allocation Index). The Moderate Allocation Index seeks to measure the performance of an asset allocation strategy targeted to a moderate risk profile. The Fund is designed for investors seeking current income, some capital preservation and an opportunity for moderate to low capital appreciation. As of Jul 31 2015, the Fund's total assets were $367,971,283 and the Fund's investment portfolio was valued at $367,971,283. | |
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iShares Trust - iShares Core Moderate Allocation ETF (AOM) has the following price history information. Looking back at AOM historical stock prices for the last five trading days, on June 27, 2022, AOM opened at $39.18, traded as high as $39.25 and as low as $39.07, and closed at $39.14. Trading volume was a total of 264.40K shares. On June 28, 2022, AOM opened at $39.22, traded as high as $39.28 and as low as $38.87, and closed at $38.87. Trading volume was a total of 169.80K shares. On June 29, 2022, AOM opened at $38.97, traded as high as $39.00 and as low as $38.80, and closed at $38.95. Trading volume was a total of 136.90K shares. On June 30, 2022, AOM opened at $38.78, traded as high as $39.09 and as low as $38.73, and closed at $38.96. Trading volume was a total of 136.70K shares. On July 01, 2022, AOM opened at $39.03, traded as high as $39.26 and as low as $39.01, and closed at $39.26. Trading volume was a total of 74.90K shares.
AOM Historical Stock Prices By Date:

Below, we examine the compound annual growth rate — CAGR for short — of an investment into iShares Trust - iShares Core Moderate Allocation ETF shares, starting with a $10,000 purchase of AOM, and working forward through the historical stock price information to today.
Growth of $10,000.00
With Dividends Reinvested
|
Start date: |
07/03/2012 |
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End date: |
07/01/2022 |
|
Start price/share: |
$30.89 |
|
End price/share: |
$39.26 |
|
Starting shares: |
323.73 |
|
Ending shares: |
401.02 |
|
Dividends reinvested/share: |
$7.98 |
|
Total return: |
57.44% |
|
Average Annual Total Return: |
4.64% |
|
Starting investment: |
$10,000.00 |
|
Ending investment: |
$15,739.01 |
|
Years: |
10.00 |
|
|
Growth of $10,000.00
Without Dividends Reinvested
|
Start date: |
07/03/2012 |
|
End date: |
07/01/2022 |
|
Start price/share: |
$30.89 |
|
End price/share: |
$39.26 |
|
Dividends collected/share: |
$7.98 |
|
Total return: |
52.93% |
|
Average Annual Total Return: |
4.34% |
|
Starting investment: |
$10,000.00 |
|
Ending investment: |
$15,293.55 |
|
Years: |
10.00 |
|
|
 |
Date |
Close |
06/27/2022 | $39.14 | 06/28/2022 | $38.87 | 06/29/2022 | $38.95 | 06/30/2022 | $38.96 | 07/01/2022 | $39.26 |
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