Level Chart

Basic Info

AAII Total Bond Allocation is at 14.45%, compared to 14.00% last month and 14.70% last year. This is lower than the long term average of 15.89%.

Stats

Last Value 14.45%
Latest Period Dec 2025
Last Updated Jan 2 2026, 09:03 EST
Long Term Average 15.89%
Average Growth Rate 9.39%
Value from Last Month 14.00%
Change from Last Month 3.23%
Value from 1 Year Ago 14.70%
Change from 1 Year Ago -1.71%
Frequency Monthly
Unit Percent
Adjustment N/A
Formula AAII Bond Fund Allocation + AAII Individual Bond Allocation

Historical Data

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Date Value
December 31, 2025 14.45%
November 30, 2025 14.00%
October 31, 2025 14.83%
September 30, 2025 16.20%
August 31, 2025 16.20%
July 31, 2025 15.70%
June 30, 2025 15.90%
May 31, 2025 16.10%
April 30, 2025 16.20%
March 31, 2025 15.50%
February 28, 2025 14.70%
January 31, 2025 14.50%
December 31, 2024 14.70%
November 30, 2024 15.40%
October 31, 2024 14.70%
September 30, 2024 14.50%
August 31, 2024 14.40%
July 31, 2024 14.50%
June 30, 2024 14.50%
May 31, 2024 13.80%
April 30, 2024 14.00%
March 31, 2024 13.90%
February 29, 2024 15.30%
January 31, 2024 16.10%
December 31, 2023 16.30%
Date Value
November 30, 2023 16.40%
October 31, 2023 15.80%
September 30, 2023 15.60%
August 31, 2023 15.50%
July 31, 2023 15.00%
June 30, 2023 14.10%
May 31, 2023 14.90%
April 30, 2023 15.70%
March 31, 2023 15.20%
February 28, 2023 14.90%
January 31, 2023 14.60%
December 31, 2022 14.30%
November 30, 2022 13.60%
October 31, 2022 13.70%
September 30, 2022 14.80%
August 31, 2022 14.40%
July 31, 2022 13.80%
June 30, 2022 14.20%
May 31, 2022 13.70%
April 30, 2022 12.60%
March 31, 2022 14.20%
February 28, 2022 14.80%
January 31, 2022 14.30%
December 31, 2021 14.40%
November 30, 2021 14.40%

Basic Info

AAII Total Bond Allocation is at 14.45%, compared to 14.00% last month and 14.70% last year. This is lower than the long term average of 15.89%.

Stats

Last Value 14.45%
Latest Period Dec 2025
Last Updated Jan 2 2026, 09:03 EST
Long Term Average 15.89%
Average Growth Rate 9.39%
Value from Last Month 14.00%
Change from Last Month 3.23%
Value from 1 Year Ago 14.70%
Change from 1 Year Ago -1.71%
Frequency Monthly
Unit Percent
Adjustment N/A
Formula AAII Bond Fund Allocation + AAII Individual Bond Allocation