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 +8.90% over the past year and +2.61% YTD, with dividends reinvested. Since Nov. 11, 2008, AOR is up +178.34% in real purchasing-power return, or +5.95%/yr, and is currently −1.96% below its real total-return high on Jul. 2, 2026.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Tue 2008-11-11💬 to Fri 2026-07-24 Overall
Return
Exponential
Trendline
AOR
×
+178.34%
+5.95%/yr
+4.76%/yr
R2=0.894
iShares Core Growth Allocation ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2008-11-11💬 to Fri 2026-07-24 Start
Value
End
Value
AOR
×
$10,000.00
2008-11-11
$27,834.12
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
AOR
×
+2.61% +8.90%

Drawdowns

  Current
Drawdown
Worst
Drawdown
AOR
×
−1.96%
on 2026-07-24
from 2026-07-02 peak
−27.18%
on 2022-10-14
from 2021-09-03 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
AOR
×
+8.90% +20.17%
+9.62%/yr
+29.78%
+9.08%/yr
+11.38%
+2.18%/yr
+55.95%
+4.54%/yr

Annual Returns

Year AOR
2026 (YTD) +2.61%
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%