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 +5.04% over the past year and +3.27% YTD, with dividends reinvested. Since Nov. 11, 2008, AOR is up +180.12% in real purchasing-power return, or +5.90%/yr, and is currently −2.81% below its real total-return high on Aug. 13, 2026.

Data ending Wed Nov. 4, 2026

Growth of $10,000

Tue 2008-11-11💬 to Wed 2026-11-04 Overall
Return 		Exponential
Trendline
AOR × 		+180.12%
+5.90%/yr 		+4.77%/yr
R2=0.898
iShares Core Growth Allocation ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2008-11-11💬 to Wed 2026-11-04 Start
Value 		End
Value
AOR × 		$10,000.00
2008-11-11 		$28,011.95
2026-11-04

This Year’s Performance

through 2026-11-04

  YTD YoY
AOR × 		+3.27% +5.04%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
AOR × 		−2.81%
on 2026-11-04
from 2026-08-13 peak 		−27.18%
on 2022-10-14
from 2021-09-03 peak

Rolling Returns

Period ending Wed 2026-11-04 1 yr 2 yr 3 yr 5 yr 10 yr
AOR × 		+5.04% +17.45%
+8.38%/yr 		+36.56%
+10.94%/yr 		+10.97%
+2.10%/yr 		+59.58%
+4.78%/yr

Annual Returns

Year AOR
2026 (YTD) +3.27%
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%