Level Chart

Basic Info

AAII Cash Allocation is at 14.78%, compared to 14.83% last month and 15.60% last year. This is lower than the long term average of 22.03%.

Stats

Last Value 14.78%
Latest Period Dec 2025
Last Updated Jan 2 2026, 09:03 EST
Next Release Feb 1 2026, 12:00 EST (E)
Long Term Average 22.03%
Average Growth Rate 8.05%
Value from Last Month 14.83%
Change from Last Month -0.34%
Value from 1 Year Ago 15.60%
Change from 1 Year Ago -5.27%
Frequency Monthly
Unit Percent
Adjustment N/A
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Historical Data

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Date Value
December 31, 2025 14.78%
November 30, 2025 14.83%
October 31, 2025 14.67%
September 30, 2025 15.40%
August 31, 2025 16.50%
July 31, 2025 16.00%
June 30, 2025 16.60%
May 31, 2025 19.60%
April 30, 2025 19.70%
March 31, 2025 18.30%
February 28, 2025 17.40%
January 31, 2025 16.40%
December 31, 2024 15.60%
November 30, 2024 16.00%
October 31, 2024 16.40%
September 30, 2024 16.80%
August 31, 2024 16.80%
July 31, 2024 15.40%
June 30, 2024 15.00%
May 31, 2024 15.80%
April 30, 2024 16.60%
March 31, 2024 16.70%
February 29, 2024 16.80%
January 31, 2024 16.90%
December 31, 2023 17.30%
Date Value
November 30, 2023 19.00%
October 31, 2023 19.70%
September 30, 2023 18.50%
August 31, 2023 17.40%
July 31, 2023 18.00%
June 30, 2023 19.80%
May 31, 2023 20.00%
April 30, 2023 19.90%
March 31, 2023 20.10%
February 28, 2023 19.40%
January 31, 2023 20.10%
December 31, 2022 21.80%
November 30, 2022 24.00%
October 31, 2022 24.70%
September 30, 2022 21.90%
August 31, 2022 21.20%
July 31, 2022 22.30%
June 30, 2022 21.20%
May 31, 2022 19.10%
April 30, 2022 17.60%
March 31, 2022 17.40%
February 28, 2022 16.70%
January 31, 2022 16.10%
December 31, 2021 15.10%
November 30, 2021 14.20%

Basic Info

AAII Cash Allocation is at 14.78%, compared to 14.83% last month and 15.60% last year. This is lower than the long term average of 22.03%.

Stats

Last Value 14.78%
Latest Period Dec 2025
Last Updated Jan 2 2026, 09:03 EST
Next Release Feb 1 2026, 12:00 EST (E)
Long Term Average 22.03%
Average Growth Rate 8.05%
Value from Last Month 14.83%
Change from Last Month -0.34%
Value from 1 Year Ago 15.60%
Change from 1 Year Ago -5.27%
Frequency Monthly
Unit Percent
Adjustment N/A
Download Source File Upgrade