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

Total Real Returns

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

AIS real return snapshot: after CPI-U inflation, AIS returned +123.38% over the past year and +72.45% YTD, with dividends reinvested. Since Dec. 3, 2024, AIS is up +152.78% in real purchasing-power return, or +76.20%/yr, and is currently −24.01% below its real total-return high on Jun. 22, 2026.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Tue 2024-12-03💬 to Fri 2026-07-24 Overall
Return
Exponential
Trendline
AIS
×
+152.78%
+76.20%/yr
+108.83%/yr
R2=0.866
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Growth of $10,000 Summary

Tue 2024-12-03💬 to Fri 2026-07-24 Start
Value
End
Value
AIS
×
$10,000.00
2024-12-03
$25,278.48
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
AIS
×
+72.45% +123.38%

Drawdowns

  Current
Drawdown
Worst
Drawdown
AIS
×
−24.01%
on 2026-07-24
from 2026-06-22 peak
−33.41%
on 2025-04-08
from 2025-01-22 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
AIS
×
+123.38%

Annual Returns

Year AIS
2026 (YTD) +72.45%
2025 +54.22%
2024 −4.95%