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 +15.10% over the past year and +5.09% YTD, with dividends reinvested. Since Nov. 11, 2008, AOA is up +269.99% in real purchasing-power return, or +7.70%/yr, and is currently āˆ’1.61% below its real total-return high on Jun. 2, 2026.

Data ending Mon Jun. 29, 2026

Tue 2008-11-11šŸ’¬ to Mon 2026-06-29 YTD
Return
1 Year
Return
AOA
×
+5.09%
2026-06-29
+15.10%
2026-06-29
iShares Core Aggressive Allocation ETF Exchange-Traded Fund

Returns

Tue 2008-11-11šŸ’¬ to Mon 2026-06-29 Overall
Return
Exponential
Trendline
AOA
×
+269.99%
+7.70%/yr
+6.48%/yr
(R2=0.915)
iShares Core Aggressive Allocation ETF Exchange-Traded Fund

Growth of $10,000

Tue 2008-11-11šŸ’¬ to Mon 2026-06-29 Start
Value
End
Value
AOA
×
$10,000.00
2008-11-11
$36,999.28
2026-06-29
iShares Core Aggressive Allocation ETF Exchange-Traded Fund

Annual Returns

Year AOA
2026 (YTD) +5.09%
2025 +16.47%
2024 +10.37%
2023 +14.43%
2022 āˆ’21.31%
2021 +7.83%
2020 +11.31%
2019 +19.86%
2018 āˆ’9.59%
2017 +17.57%
2016 +5.31%
2015 āˆ’1.79%
2014 +5.22%
2013 +20.61%
2012 +13.07%
2011 āˆ’4.57%
2010 +15.03%
2009 +22.48%
2008 āˆ’0.31%

Drawdowns

Tue 2008-11-11šŸ’¬ to Mon 2026-06-29 Current
Drawdown
Worst
Drawdown
AOA
×
āˆ’1.61%
from 2026-06-02 peak
āˆ’28.75%
2022-10-14
from 2021-11-08 peak
iShares Core Aggressive Allocation ETF Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-06-29 1
Year
2
Years
3
Years
5
Years
10
Years
AOA
×
+15.10% +27.40%
+12.87%/yr
+44.06%
+12.94%/yr
+23.84%
+4.37%/yr
+97.35%
+7.03%/yr
iShares Core Aggressive Allocation ETF Exchange-Traded Fund