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 +5.46% over the past year and +3.14% YTD, with dividends reinvested. Since Nov. 11, 2008, AOR is up +179.78% in real purchasing-power return, or +5.91%/yr, and is currently −2.93% below its real total-return high on Aug. 13, 2026.

Data ending Thu Oct. 15, 2026

Growth of $10,000

Tue 2008-11-11💬 to Thu 2026-10-15 Overall
Return
Exponential
Trendline
AOR
×
+179.78%
+5.91%/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 Thu 2026-10-15 Start
Value
End
Value
AOR
×
$10,000.00
2008-11-11
$27,977.93
2026-10-15

This Year’s Performance

through 2026-10-15

  YTD YoY
AOR
×
+3.14% +5.46%

Drawdowns

  Current
Drawdown
Worst
Drawdown
AOR
×
−2.93%
on 2026-10-15
from 2026-08-13 peak
−27.18%
on 2022-10-14
from 2021-09-03 peak

Rolling Returns

Period ending Thu 2026-10-15 1 yr 2 yr 3 yr 5 yr 10 yr
AOR
×
+5.46% +15.39%
+7.42%/yr
+37.92%
+11.31%/yr
+12.64%
+2.41%/yr
+57.58%
+4.65%/yr

Annual Returns

Year AOR
2026 (YTD) +3.14%
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%