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 +10.46% over the past year and +5.60% YTD, with dividends reinvested. Since Nov. 11, 2008, AOR is up +186.46% in real purchasing-power return, or +6.09%/yr, and is currently −0.63% below its real total-return high on Aug. 13, 2026.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Tue 2008-11-11💬 to Fri 2026-09-04 Overall
Return 		Exponential
Trendline
AOR × 		+186.46%
+6.09%/yr 		+4.77%/yr
R2=0.896
iShares Core Growth Allocation ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2008-11-11💬 to Fri 2026-09-04 Start
Value 		End
Value
AOR × 		$10,000.00
2008-11-11 		$28,645.83
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
AOR × 		+5.60% +10.46%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
AOR × 		−0.63%
on 2026-09-04
from 2026-08-13 peak 		−27.18%
on 2022-10-14
from 2021-09-03 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
AOR × 		+10.46% +20.72%
+9.87%/yr 		+35.98%
+10.79%/yr 		+12.89%
+2.45%/yr 		+57.99%
+4.68%/yr

Annual Returns

Year AOR
2026 (YTD) +5.60%
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%