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

Total Real Returns

TOPT: Total Return Chart (with Dividends Reinvested)

TOPT total return snapshot: TOPT returned +16.04% over the past year and +4.38% YTD, with dividends reinvested. Since Oct. 24, 2024, TOPT is up +31.94% in nominal total return, or +17.19%/yr, and is currently −5.39% below its total-return high on May 14, 2026.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Thu 2024-10-24💬 to Fri 2026-07-24 Overall
Return
Exponential
Trendline
TOPT
×
+31.94%
+17.19%/yr
+20.88%/yr
R2=0.757
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Growth of $10,000 Summary

Thu 2024-10-24💬 to Fri 2026-07-24 Start
Value
End
Value
TOPT
×
$10,000.00
2024-10-24
$13,193.54
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
TOPT
×
+4.38% +16.04%

Drawdowns

  Current
Drawdown
Worst
Drawdown
TOPT
×
−5.39%
on 2026-07-24
from 2026-05-14 peak
−21.21%
on 2025-04-08
from 2024-12-24 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
TOPT
×
+16.04%

Annual Returns

Year TOPT
2026 (YTD) +4.38%
2025 +20.35%
2024 +5.03%