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

Total Real Returns

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

AOA real return snapshot: after CPI-U inflation, AOA returned +16.57% over the past year and +8.38% YTD, with dividends reinvested. Since Nov. 11, 2008, AOA is up +281.59% in real purchasing-power return, or +7.84%/yr, and is currently at its real total-return high.

Data ending Fri Aug. 7, 2026

Growth of $10,000

Tue 2008-11-11💬 to Fri 2026-08-07 Overall
Return
Exponential
Trendline
AOA
×
+281.59%
+7.84%/yr
+6.49%/yr
R2=0.916
iShares Core Aggressive Allocation ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2008-11-11💬 to Fri 2026-08-07 Start
Value
End
Value
AOA
×
$10,000.00
2008-11-11
$38,158.61
2026-08-07

This Year’s Performance

through 2026-08-07

  YTD YoY
AOA
×
+8.38% +16.57%

Drawdowns

  Current
Drawdown
Worst
Drawdown
AOA
×

on 2026-08-07
−28.75%
on 2022-10-14
from 2021-11-08 peak

Rolling Returns

Period ending Fri 2026-08-07 1 yr 2 yr 3 yr 5 yr 10 yr
AOA
×
+16.57% +34.95%
+16.17%/yr
+46.12%
+13.48%/yr
+26.76%
+4.86%/yr
+93.84%
+6.84%/yr

Annual Returns

Year AOA
2026 (YTD) +8.38%
2025 +16.47%
2024 +10.37%
2023 +14.43%
2022 −21.31%
2021 +7.83%
2020 +11.31%
2019 +19.86%
2018 −9.59%
2017 +17.57%
2016 +5.31%
2015 −1.79%
2014 +5.22%
2013 +20.61%
2012 +13.07%
2011 −4.57%
2010 +15.03%
2009 +22.48%
2008 −0.31%