Level Chart

Basic Info

AAII Total Stock Allocation is at 69.16%, compared to 69.44% last month and 66.10% last year. This is higher than the long term average of 62.13%.

Stats

Last Value 69.16%
Latest Period Mar 2026
Last Updated Apr 6 2026, 08:27 EDT
Long Term Average 62.13%
Average Growth Rate 2.79%
Value from Last Month 69.44%
Change from Last Month -0.40%
Value from 1 Year Ago 66.10%
Change from 1 Year Ago 4.63%
Frequency Monthly
Unit Percent
Adjustment N/A
Formula AAII Stock Fund Allocation + AAII Individual Stock Allocation

Historical Data

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Date Value
March 31, 2026 69.16%
February 28, 2026 69.44%
January 31, 2026 70.21%
December 31, 2025 70.77%
November 30, 2025 71.17%
October 31, 2025 70.50%
September 30, 2025 68.30%
August 31, 2025 67.30%
July 31, 2025 68.30%
June 30, 2025 67.50%
May 31, 2025 64.30%
April 30, 2025 64.10%
March 31, 2025 66.10%
February 28, 2025 68.00%
January 31, 2025 69.20%
December 31, 2024 69.80%
November 30, 2024 68.70%
October 31, 2024 68.90%
September 30, 2024 68.70%
August 31, 2024 68.80%
July 31, 2024 70.20%
June 30, 2024 70.50%
May 31, 2024 70.40%
April 30, 2024 69.40%
March 31, 2024 69.30%
Date Value
February 29, 2024 67.90%
January 31, 2024 66.90%
December 31, 2023 66.40%
November 30, 2023 64.60%
October 31, 2023 64.40%
September 30, 2023 66.00%
August 31, 2023 67.20%
July 31, 2023 67.00%
June 30, 2023 66.00%
May 31, 2023 65.20%
April 30, 2023 64.30%
March 31, 2023 64.80%
February 28, 2023 65.70%
January 31, 2023 65.30%
December 31, 2022 64.00%
November 30, 2022 62.40%
October 31, 2022 61.70%
September 30, 2022 63.40%
August 31, 2022 64.50%
July 31, 2022 64.00%
June 30, 2022 64.70%
May 31, 2022 67.10%
April 30, 2022 69.90%
March 31, 2022 68.40%
February 28, 2022 68.50%

Basic Info

AAII Total Stock Allocation is at 69.16%, compared to 69.44% last month and 66.10% last year. This is higher than the long term average of 62.13%.

Stats

Last Value 69.16%
Latest Period Mar 2026
Last Updated Apr 6 2026, 08:27 EDT
Long Term Average 62.13%
Average Growth Rate 2.79%
Value from Last Month 69.44%
Change from Last Month -0.40%
Value from 1 Year Ago 66.10%
Change from 1 Year Ago 4.63%
Frequency Monthly
Unit Percent
Adjustment N/A
Formula AAII Stock Fund Allocation + AAII Individual Stock Allocation