All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

BOAT: Total Return Chart (with Dividends Reinvested)

BOAT total return snapshot: BOAT returned +87.27% over the past year and +74.28% YTD, with dividends reinvested. Since Aug. 4, 2021, BOAT is up +269.56% in nominal total return, or +28.74%/yr, and is currently −0.87% below its total-return high on Oct. 5, 2026.

Data ending Wed Oct. 7, 2026

Growth of $10,000

Wed 2021-08-04💬 to Wed 2026-10-07 Overall
Return 		Exponential
Trendline
BOAT × 		+269.56%
+28.74%/yr 		+19.06%/yr
R2=0.841
SonicShares Global Shipping ETF Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2021-08-04💬 to Wed 2026-10-07 Start
Value 		End
Value
BOAT × 		$10,000.00
2021-08-04 		$36,956.35
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
BOAT × 		+74.28% +87.27%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BOAT × 		−0.87%
on 2026-10-07
from 2026-10-05 peak 		−33.94%
on 2025-04-08
from 2024-06-03 peak

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
BOAT × 		+87.27% +87.12%
+36.79%/yr 		+149.73%
+35.67%/yr 		+228.52%
+26.86%/yr 		—

Annual Returns

Year BOAT
2026 (YTD) +74.28%
2025 +22.77%
2024 +5.97%
2023 +24.53%
2022 +6.26%
2021 +23.18%