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 +6.57% over the past year and +4.63% YTD, with dividends reinvested. Since Nov. 11, 2008, AOA is up +268.38% in real purchasing-power return, or +7.54%/yr, and is currently −4.18% below its real total-return high on Aug. 13, 2026.

Data ending Fri Oct. 23, 2026

Growth of $10,000

Tue 2008-11-11💬 to Fri 2026-10-23 Overall
Return
Exponential
Trendline
AOA
×
+268.38%
+7.54%/yr
+6.51%/yr
R2=0.919
iShares Core Aggressive Allocation ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2008-11-11💬 to Fri 2026-10-23 Start
Value
End
Value
AOA
×
$10,000.00
2008-11-11
$36,838.18
2026-10-23

This Year’s Performance

through 2026-10-23

  YTD YoY
AOA
×
+4.63% +6.57%

Drawdowns

  Current
Drawdown
Worst
Drawdown
AOA
×
−4.18%
on 2026-10-23
from 2026-08-13 peak
−28.75%
on 2022-10-14
from 2021-11-08 peak

Rolling Returns

Period ending Fri 2026-10-23 1 yr 2 yr 3 yr 5 yr 10 yr
AOA
×
+6.57% +21.24%
+10.11%/yr
+52.22%
+15.03%/yr
+22.00%
+4.06%/yr
+88.02%
+6.52%/yr

Annual Returns

Year AOA
2026 (YTD) +4.63%
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%