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 +6.69% over the past year and +0.14% YTD, with dividends reinvested. Since Nov. 10, 2008, AOK is up +61.03% in real purchasing-power return, or +2.75%/yr, and is currently −5.36% below its real total-return high on Feb. 11, 2021.

Mon 2008-11-10💬 to Mon 2026-06-08 YTD
Return
1 Year
Return
AOK
×
+0.14%
2026-06-08
+6.69%
2026-06-08
iShares Core Conservative Allocation ETF NYSE Exchange-Traded Fund

Returns

Mon 2008-11-10💬 to Mon 2026-06-08 Overall
Return
Exponential
Trendline
AOK
×
+61.03%
+2.75%/yr
+2.02%/yr
(R2=0.686)
iShares Core Conservative Allocation ETF NYSE Exchange-Traded Fund

Growth of $10,000

Mon 2008-11-10💬 to Mon 2026-06-08 Start
Value
End
Value
AOK
×
$10,000.00
2008-11-10
$16,103.17
2026-06-08
iShares Core Conservative Allocation ETF NYSE Exchange-Traded Fund

Annual Returns

Year AOK
2026 (YTD) +0.14%
2025 +8.36%
2024 +3.59%
2023 +7.26%
2022 −19.37%
2021 −2.02%
2020 +7.86%
2019 +11.35%
2018 −4.89%
2017 +7.43%
2016 +2.91%
2015 −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 Mon 2026-06-08 Current
Drawdown
Worst
Drawdown
AOK
×
−5.36%
from 2021-02-11 peak
−25.66%
2022-10-14
from 2021-02-11 peak
iShares Core Conservative Allocation ETF NYSE Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-06-08 1
Year
2
Years
3
Years
5
Years
10
Years
AOK
×
+6.69% +12.43%
+6.03%/yr
+17.57%
+5.54%/yr
−4.05%
−0.82%/yr
+17.06%
+1.59%/yr
iShares Core Conservative Allocation ETF NYSE Exchange-Traded Fund