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 +124.08% over the past year and +80.15% YTD, with dividends reinvested. Since Dec. 3, 2024, AIS is up +164.07% in real purchasing-power return, or +74.05%/yr, and is currently −20.61% below its real total-return high on Jun. 22, 2026.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Tue 2024-12-03💬 to Fri 2026-09-04 Overall
Return
Exponential
Trendline
AIS
×
+164.07%
+74.05%/yr
+107.59%/yr
R2=0.886
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Growth of $10,000 Summary

Tue 2024-12-03💬 to Fri 2026-09-04 Start
Value
End
Value
AIS
×
$10,000.00
2024-12-03
$26,407.38
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
AIS
×
+80.15% +124.08%

Drawdowns

  Current
Drawdown
Worst
Drawdown
AIS
×
−20.61%
on 2026-09-04
from 2026-06-22 peak
−34.38%
on 2026-07-29
from 2026-06-22 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
AIS
×
+124.08%

Annual Returns

Year AIS
2026 (YTD) +80.15%
2025 +54.22%
2024 −4.95%