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

Total Real Returns

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

AOK real return snapshot: after CPI-U inflation, AOK returned +8.10% over the past year and +0.50% YTD, with dividends reinvested. Since Nov. 10, 2008, AOK is up +61.61% in real purchasing-power return, or +2.78%/yr, and is currently āˆ’5.02% below its real total-return high on Feb. 11, 2021.

Mon 2008-11-10? to Fri 2026-05-22 YTD
Return 		1 Year
Return
AOK × 		+0.50%
2026-05-22 		+8.10%
2026-05-22
iShares Core Conservative Allocation ETF Exchange-Traded Fund

Returns

Mon 2008-11-10? to Fri 2026-05-22 Overall
Return 		Exponential
Trendline
AOK × 		+61.61%
+2.78%/yr 		+2.02%/yr
(R2=0.684)
iShares Core Conservative Allocation ETF Exchange-Traded Fund

Growth of $10,000

Mon 2008-11-10? to Fri 2026-05-22 Start
Value 		End
Value
AOK × 		$10,000.00
2008-11-10 		$16,160.71
2026-05-22
iShares Core Conservative Allocation ETF Exchange-Traded Fund

Annual Returns

Year AOK
2026 (YTD) +0.50%
2025 +8.36%
2024 +3.59%
2023 +7.26%
2022 āˆ’19.37%
2021 āˆ’2.02%
2020 +7.86%
2019 +11.35%
2018 āˆ’4.89%
2017 +7.43%
2016 +2.91%
2015 āˆ’1.73%
2014 +3.20%
2013 +5.06%
2012 +4.56%
2011 +1.37%
2010 +5.83%
2009 +5.15%
2008 +6.51%

Drawdowns

Mon 2008-11-10? to Fri 2026-05-22 Current
Drawdown 		Worst
Drawdown
AOK × 		āˆ’5.02%
from 2021-02-11 peak 		āˆ’25.66%
2022-10-14
from 2021-02-11 peak
iShares Core Conservative Allocation ETF Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-05-22 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
AOK × 		+8.10% +12.90%
+6.26%/yr 		+18.71%
+5.88%/yr 		āˆ’3.17%
āˆ’0.64%/yr 		+19.37%
+1.79%/yr
iShares Core Conservative Allocation ETF Exchange-Traded Fund