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 +9.47% over the past year and +6.99% YTD, with dividends reinvested. Since Nov. 11, 2008, AOA is up +276.69% in real purchasing-power return, or +7.69%/yr, and is currently −2.02% below its real total-return high on Aug. 13, 2026.

Data ending Mon Oct. 5, 2026

Growth of $10,000

Tue 2008-11-11💬 to Mon 2026-10-05 Overall
Return
Exponential
Trendline
AOA
×
+276.69%
+7.69%/yr
+6.51%/yr
R2=0.918
iShares Core Aggressive Allocation ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2008-11-11💬 to Mon 2026-10-05 Start
Value
End
Value
AOA
×
$10,000.00
2008-11-11
$37,668.80
2026-10-05

This Year’s Performance

through 2026-10-05

  YTD YoY
AOA
×
+6.99% +9.47%

Drawdowns

  Current
Drawdown
Worst
Drawdown
AOA
×
−2.02%
on 2026-10-05
from 2026-08-13 peak
−28.75%
on 2022-10-14
from 2021-11-08 peak

Rolling Returns

Period ending Mon 2026-10-05 1 yr 2 yr 3 yr 5 yr 10 yr
AOA
×
+9.47% +22.86%
+10.84%/yr
+53.69%
+15.40%/yr
+28.20%
+5.09%/yr
+90.55%
+6.66%/yr

Annual Returns

Year AOA
2026 (YTD) +6.99%
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%