Level Chart

Basic Info

AAII Stock Fund Allocation is at 39.07%, compared to 40.11% last month and 37.20% last year. This is higher than the long term average of 31.39%.

Stats

Last Value 39.07%
Latest Period Nov 2025
Last Updated Dec 2 2025, 09:44 EST
Next Release Jan 1 2026, 12:00 EST (E)
Long Term Average 31.39%
Average Growth Rate 7.59%
Value from Last Month 40.11%
Change from Last Month -2.59%
Value from 1 Year Ago 37.20%
Change from 1 Year Ago 5.02%
Frequency Monthly
Unit Percent
Adjustment N/A
Download Source File Upgrade

Historical Data

View and export this data back to 1987. Upgrade now.
Date Value
November 30, 2025 39.07%
October 31, 2025 40.11%
September 30, 2025 39.90%
August 31, 2025 38.30%
July 31, 2025 37.10%
June 30, 2025 35.30%
May 31, 2025 34.70%
April 30, 2025 35.50%
March 31, 2025 36.40%
February 28, 2025 38.00%
January 31, 2025 38.80%
December 31, 2024 38.60%
November 30, 2024 37.20%
October 31, 2024 38.00%
September 30, 2024 39.40%
August 31, 2024 38.10%
July 31, 2024 36.40%
June 30, 2024 35.90%
May 31, 2024 36.80%
April 30, 2024 38.50%
March 31, 2024 38.90%
February 29, 2024 37.30%
January 31, 2024 36.40%
December 31, 2023 35.70%
November 30, 2023 34.90%
Date Value
October 31, 2023 34.80%
September 30, 2023 35.30%
August 31, 2023 35.60%
July 31, 2023 34.80%
June 30, 2023 31.70%
May 31, 2023 31.60%
April 30, 2023 33.90%
March 31, 2023 33.90%
February 28, 2023 34.30%
January 31, 2023 33.40%
December 31, 2022 32.20%
November 30, 2022 32.00%
October 31, 2022 31.60%
September 30, 2022 33.50%
August 31, 2022 34.10%
July 31, 2022 32.90%
June 30, 2022 34.00%
May 31, 2022 35.90%
April 30, 2022 36.60%
March 31, 2022 37.00%
February 28, 2022 37.70%
January 31, 2022 36.80%
December 31, 2021 37.30%
November 30, 2021 38.20%
October 31, 2021 38.60%

Basic Info

AAII Stock Fund Allocation is at 39.07%, compared to 40.11% last month and 37.20% last year. This is higher than the long term average of 31.39%.

Stats

Last Value 39.07%
Latest Period Nov 2025
Last Updated Dec 2 2025, 09:44 EST
Next Release Jan 1 2026, 12:00 EST (E)
Long Term Average 31.39%
Average Growth Rate 7.59%
Value from Last Month 40.11%
Change from Last Month -2.59%
Value from 1 Year Ago 37.20%
Change from 1 Year Ago 5.02%
Frequency Monthly
Unit Percent
Adjustment N/A
Download Source File Upgrade