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 +65.84% over the past year and +61.49% YTD, with dividends reinvested. Since Aug. 4, 2021, BOAT is up +188.57% in real purchasing-power return, or +22.89%/yr, and is currently −4.77% below its real total-return high on Sep. 17, 2026.

Data ending Fri Sep. 25, 2026

Growth of $10,000

Wed 2021-08-04💬 to Fri 2026-09-25 Overall
Return 		Exponential
Trendline
BOAT × 		+188.57%
+22.89%/yr 		+14.64%/yr
R2=0.764
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Growth of $10,000 Summary

Wed 2021-08-04💬 to Fri 2026-09-25 Start
Value 		End
Value
BOAT × 		$10,000.00
2021-08-04 		$28,857.49
2026-09-25

This Year’s Performance

through 2026-09-25

  YTD YoY
BOAT × 		+61.49% +65.84%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BOAT × 		−4.77%
on 2026-09-25
from 2026-09-17 peak 		−35.18%
on 2025-04-08
from 2024-06-03 peak

Rolling Returns

Period ending Fri 2026-09-25 1 yr 2 yr 3 yr 5 yr 10 yr
BOAT × 		+65.84% +68.66%
+29.87%/yr 		+117.12%
+29.49%/yr 		+131.23%
+18.25%/yr 		—

Annual Returns

Year BOAT
2026 (YTD) +61.49%
2025 +19.57%
2024 +3.00%
2023 +20.50%
2022 −0.19%
2021 +20.65%