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 +76.65% over the past year and +69.58% YTD, with dividends reinvested. Since Dec. 3, 2024, AIS is up +148.58% in real purchasing-power return, or +63.08%/yr, and is currently −25.27% below its real total-return high on Jun. 22, 2026.

Data ending Wed Oct. 14, 2026

Growth of $10,000

Tue 2024-12-03💬 to Wed 2026-10-14 Overall
Return
Exponential
Trendline
AIS
×
+148.58%
+63.08%/yr
+106.25%/yr
R2=0.901
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Growth of $10,000 Summary

Tue 2024-12-03💬 to Wed 2026-10-14 Start
Value
End
Value
AIS
×
$10,000.00
2024-12-03
$24,857.51
2026-10-14

This Year’s Performance

through 2026-10-14

  YTD YoY
AIS
×
+69.58% +76.65%

Drawdowns

  Current
Drawdown
Worst
Drawdown
AIS
×
−25.27%
on 2026-10-14
from 2026-06-22 peak
−34.38%
on 2026-07-29
from 2026-06-22 peak

Rolling Returns

Period ending Wed 2026-10-14 1 yr 2 yr 3 yr 5 yr 10 yr
AIS
×
+76.65% — — — —

Annual Returns

Year AIS
2026 (YTD) +69.58%
2025 +54.22%
2024 −4.95%