All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

AAPY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

AAPY real return snapshot: after CPI-U inflation, AAPY returned +19.93% over the past year and +7.16% YTD, with dividends reinvested. Since Oct. 27, 2023, AAPY is up +40.72% in real purchasing-power return, or +12.99%/yr, and is currently −11.31% below its real total-return high on Jul. 28, 2026.

Data ending Fri Aug. 14, 2026

Growth of $10,000

Fri 2023-10-27💬 to Fri 2026-08-14 Overall
Return
Exponential
Trendline
AAPY
×
+40.72%
+12.99%/yr
+10.11%/yr
R2=0.544
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Growth of $10,000 Summary

Fri 2023-10-27💬 to Fri 2026-08-14 Start
Value
End
Value
AAPY
×
$10,000.00
2023-10-27
$14,072.49
2026-08-14

This Year’s Performance

through 2026-08-14

  YTD YoY
AAPY
×
+7.16% +19.93%

Drawdowns

  Current
Drawdown
Worst
Drawdown
AAPY
×
−11.31%
on 2026-08-14
from 2026-07-28 peak
−30.21%
on 2025-04-08
from 2024-12-26 peak

Rolling Returns

Period ending Fri 2026-08-14 1 yr 2 yr 3 yr 5 yr 10 yr
AAPY
×
+19.93% +21.55%
+10.25%/yr

Annual Returns

Year AAPY
2026 (YTD) +7.16%
2025 +2.30%
2024 +17.17%
2023 +9.55%