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 +2.27% over the past year and +0.18% YTD, with dividends reinvested. Since Nov. 10, 2008, AOK is up +61.10% in real purchasing-power return, or +2.71%/yr, and is currently −5.32% below its real total-return high on Feb. 11, 2021.

Data ending Thu Sep. 10, 2026

Growth of $10,000

Mon 2008-11-10💬 to Thu 2026-09-10 Overall
Return 		Exponential
Trendline
AOK × 		+61.10%
+2.71%/yr 		+2.02%/yr
R2=0.694
iShares Core Conservative Allocation ETF Exchange-Traded Fund

Growth of $10,000 Summary

Mon 2008-11-10💬 to Thu 2026-09-10 Start
Value 		End
Value
AOK × 		$10,000.00
2008-11-10 		$16,109.65
2026-09-10

This Year’s Performance

through 2026-09-10

  YTD YoY
AOK × 		+0.18% +2.27%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
AOK × 		−5.32%
on 2026-09-10
from 2021-02-11 peak 		−25.66%
on 2022-10-14
from 2021-02-11 peak

Rolling Returns

Period ending Thu 2026-09-10 1 yr 2 yr 3 yr 5 yr 10 yr
AOK × 		+2.27% +7.58%
+3.72%/yr 		+18.99%
+5.97%/yr 		−4.16%
−0.85%/yr 		+15.82%
+1.48%/yr

Annual Returns

Year AOK
2026 (YTD) +0.18%
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%