All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

BOAT: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

BOAT real return snapshot: after CPI-U inflation, BOAT returned +81.43% over the past year and +67.71% YTD, with dividends reinvested. Since Aug. 4, 2021, BOAT is up +199.70% in real purchasing-power return, or +23.52%/yr, and is currently −5.16% below its real total-return high on Oct. 13, 2026.

Data ending Thu Oct. 15, 2026

Growth of $10,000

Wed 2021-08-04💬 to Thu 2026-10-15 Overall
Return 		Exponential
Trendline
BOAT × 		+199.70%
+23.52%/yr 		+15.12%/yr
R2=0.765
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Growth of $10,000 Summary

Wed 2021-08-04💬 to Thu 2026-10-15 Start
Value 		End
Value
BOAT × 		$10,000.00
2021-08-04 		$29,969.74
2026-10-15

This Year’s Performance

through 2026-10-15

  YTD YoY
BOAT × 		+67.71% +81.43%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BOAT × 		−5.16%
on 2026-10-15
from 2026-10-13 peak 		−35.18%
on 2025-04-08
from 2024-06-03 peak

Rolling Returns

Period ending Thu 2026-10-15 1 yr 2 yr 3 yr 5 yr 10 yr
BOAT × 		+81.43% +85.39%
+36.16%/yr 		+127.74%
+31.57%/yr 		+183.32%
+23.16%/yr 		—

Annual Returns

Year BOAT
2026 (YTD) +67.71%
2025 +19.57%
2024 +3.00%
2023 +20.50%
2022 −0.19%
2021 +20.65%