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

Total Real Returns

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

AOR real return snapshot: after CPI-U inflation, AOR returned +6.06% over the past year and +4.10% YTD, with dividends reinvested. Since Nov. 11, 2008, AOR is up +182.38% in real purchasing-power return, or +5.97%/yr, and is currently −2.03% below its real total-return high on Aug. 13, 2026.

Data ending Tue Oct. 6, 2026

Growth of $10,000

Tue 2008-11-11💬 to Tue 2026-10-06 Overall
Return
Exponential
Trendline
AOR
×
+182.38%
+5.97%/yr
+4.77%/yr
R2=0.897
iShares Core Growth Allocation ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2008-11-11💬 to Tue 2026-10-06 Start
Value
End
Value
AOR
×
$10,000.00
2008-11-11
$28,238.21
2026-10-06

This Year’s Performance

through 2026-10-06

  YTD YoY
AOR
×
+4.10% +6.06%

Drawdowns

  Current
Drawdown
Worst
Drawdown
AOR
×
−2.03%
on 2026-10-06
from 2026-08-13 peak
−27.18%
on 2022-10-14
from 2021-09-03 peak

Rolling Returns

Period ending Tue 2026-10-06 1 yr 2 yr 3 yr 5 yr 10 yr
AOR
×
+6.06% +16.36%
+7.87%/yr
+39.93%
+11.85%/yr
+15.30%
+2.89%/yr
+57.04%
+4.62%/yr

Annual Returns

Year AOR
2026 (YTD) +4.10%
2025 +13.41%
2024 +7.58%
2023 +11.99%
2022 −20.77%
2021 +3.88%
2020 +9.93%
2019 +16.25%
2018 −7.59%
2017 +13.41%
2016 +4.52%
2015 −1.79%
2014 +5.64%
2013 +13.94%
2012 +9.54%
2011 −1.79%
2010 +9.49%
2009 +15.85%
2008 +6.82%