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

Total Real Returns

KRUZ: Total Return Chart (with Dividends Reinvested)

KRUZ total return snapshot: KRUZ returned +27.10% over the past year and +18.61% YTD, with dividends reinvested. Since Feb. 7, 2023, KRUZ is up +75.11% in nominal total return, or +17.69%/yr, and is currently −3.86% below its total-return high on Jun. 22, 2026.

Data ending Fri Jul. 17, 2026

Growth of $10,000

Tue 2023-02-07💬 to Fri 2026-07-17💬 Overall
Return 		Exponential
Trendline
KRUZ × 		+75.11%
+17.69%/yr 		+18.86%/yr
R2=0.943
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Growth of $10,000 Summary

Tue 2023-02-07💬 to Fri 2026-07-17💬 Start
Value 		End
Value
KRUZ × 		$10,000.00
2023-02-07 		$17,510.77
2026-07-17

This Year’s Performance

through 2026-07-17

  YTD YoY
KRUZ × 		+18.61% +27.10%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
KRUZ × 		−3.86%
on 2026-07-17
from 2026-06-22 peak 		−15.42%
on 2025-04-21
from 2025-01-21 peak

Rolling Returns

Period ending Fri 2026-07-17 1 yr 2 yr 3 yr 5 yr 10 yr
KRUZ × 		+27.10% +42.14%
+19.22%/yr 		+71.14%
+19.61%/yr 		— —

Annual Returns

Year KRUZ
2026 (YTD) +18.61%
2025 +17.11%
2024 +14.45%
2023 +10.16%