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 +109.44% over the past year and +91.31% YTD, with dividends reinvested. Since Dec. 3, 2024, AIS is up +180.43% in real purchasing-power return, or +76.94%/yr, and is currently −15.69% below its real total-return high on Jun. 22, 2026.

Data ending Thu Sep. 24, 2026

Growth of $10,000

Tue 2024-12-03💬 to Thu 2026-09-24 Overall
Return 		Exponential
Trendline
AIS × 		+180.43%
+76.94%/yr 		+106.94%/yr
R2=0.894
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Growth of $10,000 Summary

Tue 2024-12-03💬 to Thu 2026-09-24 Start
Value 		End
Value
AIS × 		$10,000.00
2024-12-03 		$28,043.38
2026-09-24

This Year’s Performance

through 2026-09-24

  YTD YoY
AIS × 		+91.31% +109.44%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
AIS × 		−15.69%
on 2026-09-24
from 2026-06-22 peak 		−34.38%
on 2026-07-29
from 2026-06-22 peak

Rolling Returns

Period ending Thu 2026-09-24 1 yr 2 yr 3 yr 5 yr 10 yr
AIS × 		+109.44% — — — —

Annual Returns

Year AIS
2026 (YTD) +91.31%
2025 +54.22%
2024 −4.95%