AOR's 60/40 Allocation Underperforms S&P 500 by Over 100 Percentage Points in a Decade
The iShares Core Growth Allocation ETF (AOR) returned approximately 124% over the past decade, significantly underperforming SPY’s 261%. AOR's fixed allocation to bonds has limited returns amid high Treasury yields. While it offers reduced volatility for risk-averse investors, its performance gap remains substantial.
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Topics: 60/40 portfolio strategy bond allocation impact ETF performance S&P 500 comparison