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 +6.40% over the past year and +0.41% YTD, with dividends reinvested. Since Nov. 10, 2008, AOK is up +61.47% in real purchasing-power return, or +2.76%/yr, and is currently −5.10% below its real total-return high on Feb. 11, 2021.

Data ending Thu Jun. 11, 2026

Mon 2008-11-10💬 to Thu 2026-06-11 YTD
Return 		1 Year
Return
AOK × 		+0.41%
2026-06-11 		+6.40%
2026-06-11
iShares Core Conservative Allocation ETF NYSE Exchange-Traded Fund

Returns

Mon 2008-11-10💬 to Thu 2026-06-11 Overall
Return 		Exponential
Trendline
AOK × 		+61.47%
+2.76%/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 Thu 2026-06-11 Start
Value 		End
Value
AOK × 		$10,000.00
2008-11-10 		$16,146.74
2026-06-11
iShares Core Conservative Allocation ETF NYSE Exchange-Traded Fund

Annual Returns

Year AOK
2026 (YTD) +0.41%
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 Thu 2026-06-11 Current
Drawdown 		Worst
Drawdown
AOK × 		−5.10%
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 Thu 2026-06-11 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
AOK × 		+6.40% +12.38%
+6.01%/yr 		+18.20%
+5.73%/yr 		−3.87%
−0.79%/yr 		+18.12%
+1.68%/yr
iShares Core Conservative Allocation ETF NYSE Exchange-Traded Fund