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 +90.18% over the past year and +88.34% YTD, with dividends reinvested. Since Dec. 3, 2024, AIS is up +176.08% in real purchasing-power return, or +73.24%/yr, and is currently −17.00% below its real total-return high on Jun. 22, 2026.

Data ending Fri Oct. 9, 2026

Growth of $10,000

Tue 2024-12-03💬 to Fri 2026-10-09 Overall
Return
Exponential
Trendline
AIS
×
+176.08%
+73.24%/yr
+106.82%/yr
R2=0.900
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Growth of $10,000 Summary

Tue 2024-12-03💬 to Fri 2026-10-09 Start
Value
End
Value
AIS
×
$10,000.00
2024-12-03
$27,608.39
2026-10-09

This Year’s Performance

through 2026-10-09

  YTD YoY
AIS
×
+88.34% +90.18%

Drawdowns

  Current
Drawdown
Worst
Drawdown
AIS
×
−17.00%
on 2026-10-09
from 2026-06-22 peak
−34.38%
on 2026-07-29
from 2026-06-22 peak

Rolling Returns

Period ending Fri 2026-10-09 1 yr 2 yr 3 yr 5 yr 10 yr
AIS
×
+90.18% — — — —

Annual Returns

Year AIS
2026 (YTD) +88.34%
2025 +54.22%
2024 −4.95%