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 +9.21% over the past year and +6.54% YTD, with dividends reinvested. Since Nov. 11, 2008, AOA is up +275.10% in real purchasing-power return, or +7.67%/yr, and is currently −2.43% below its real total-return high on Aug. 13, 2026.

Data ending Fri Oct. 2, 2026

Growth of $10,000

Tue 2008-11-11💬 to Fri 2026-10-02 Overall
Return
Exponential
Trendline
AOA
×
+275.10%
+7.67%/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 Fri 2026-10-02 Start
Value
End
Value
AOA
×
$10,000.00
2008-11-11
$37,510.09
2026-10-02

This Year’s Performance

through 2026-10-02

  YTD YoY
AOA
×
+6.54% +9.21%

Drawdowns

  Current
Drawdown
Worst
Drawdown
AOA
×
−2.43%
on 2026-10-02
from 2026-08-13 peak
−28.75%
on 2022-10-14
from 2021-11-08 peak

Rolling Returns

Period ending Fri 2026-10-02 1 yr 2 yr 3 yr 5 yr 10 yr
AOA
×
+9.21% +22.46%
+10.66%/yr
+52.36%
+15.07%/yr
+27.35%
+4.95%/yr
+89.54%
+6.60%/yr

Annual Returns

Year AOA
2026 (YTD) +6.54%
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%