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Created with Highcharts 11.1.0May '24Jul '24Sep '24Nov '24Jan '2514.00%14.43%

Basic Info

AAII Total Bond Allocation is at 14.43%, compared to 14.64% last month and 16.11% last year. This is lower than the long term average of 15.91%.

Stats

Last Value 14.43%
Latest Period Jan 2025
Last Updated Feb 3 2025, 14:22 EST
Long Term Average 15.91%
Average Growth Rate 9.61%
Value from Last Month 14.64%
Change from Last Month -1.43%
Value from 1 Year Ago 16.11%
Change from 1 Year Ago -10.39%
Frequency Monthly
Unit Percent
Adjustment N/A
Formula AAII Bond Fund Allocation + AAII Individual Bond Allocation

Historical Data

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Date Value
January 31, 2025 14.43%
December 31, 2024 14.64%
November 30, 2024 15.33%
October 31, 2024 14.64%
September 30, 2024 14.45%
August 31, 2024 14.36%
July 31, 2024 14.49%
June 30, 2024 14.49%
May 31, 2024 13.77%
April 30, 2024 13.94%
March 31, 2024 13.96%
February 29, 2024 15.37%
January 31, 2024 16.11%
December 31, 2023 16.28%
November 30, 2023 16.40%
October 31, 2023 15.85%
September 30, 2023 15.58%
August 31, 2023 15.49%
July 31, 2023 15.00%
May 31, 2023 14.82%
April 30, 2023 15.74%
March 31, 2023 15.15%
February 28, 2023 14.91%
January 31, 2023 14.58%
December 31, 2022 14.27%
Date Value
November 30, 2022 13.65%
October 31, 2022 13.69%
September 30, 2022 14.74%
August 31, 2022 14.36%
July 31, 2022 13.75%
June 30, 2022 14.14%
May 31, 2022 13.76%
April 30, 2022 12.60%
March 31, 2022 14.21%
February 28, 2022 14.75%
January 31, 2022 14.28%
December 31, 2021 14.37%
November 30, 2021 14.40%
October 31, 2021 15.06%
September 30, 2021 15.47%
August 31, 2021 15.15%
July 31, 2021 15.00%
June 30, 2021 14.66%
May 31, 2021 14.38%
April 30, 2021 15.06%
March 31, 2021 15.31%
February 28, 2021 16.03%
January 31, 2021 17.01%
December 31, 2020 16.95%
November 30, 2020 18.32%

Basic Info

AAII Total Bond Allocation is at 14.43%, compared to 14.64% last month and 16.11% last year. This is lower than the long term average of 15.91%.

Stats

Last Value 14.43%
Latest Period Jan 2025
Last Updated Feb 3 2025, 14:22 EST
Long Term Average 15.91%
Average Growth Rate 9.61%
Value from Last Month 14.64%
Change from Last Month -1.43%
Value from 1 Year Ago 16.11%
Change from 1 Year Ago -10.39%
Frequency Monthly
Unit Percent
Adjustment N/A
Formula AAII Bond Fund Allocation + AAII Individual Bond Allocation
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