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 +16.50% over the past year and +9.19% YTD, with dividends reinvested. Since Oct. 24, 2024, TOPT is up +38.02% in nominal total return, or +18.90%/yr, and is currently −1.03% below its total-return high on May 14, 2026.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Thu 2024-10-24💬 to Fri 2026-09-04 Overall
Return 		Exponential
Trendline
TOPT × 		+38.02%
+18.90%/yr 		+20.58%/yr
R2=0.786
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Growth of $10,000 Summary

Thu 2024-10-24💬 to Fri 2026-09-04 Start
Value 		End
Value
TOPT × 		$10,000.00
2024-10-24 		$13,801.91
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
TOPT × 		+9.19% +16.50%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
TOPT × 		−1.03%
on 2026-09-04
from 2026-05-14 peak 		−21.21%
on 2025-04-08
from 2024-12-24 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
TOPT × 		+16.50% — — — —

Annual Returns

Year TOPT
2026 (YTD) +9.19%
2025 +20.35%
2024 +5.03%