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 +80.92% over the past year and +68.02% YTD, with dividends reinvested. Since Aug. 4, 2021, BOAT is up +200.25% in real purchasing-power return, or +23.67%/yr, and is currently −0.92% below its real total-return high on Sep. 17, 2026.

Data ending Wed Oct. 7, 2026

Growth of $10,000

Wed 2021-08-04💬 to Wed 2026-10-07 Overall
Return 		Exponential
Trendline
BOAT × 		+200.25%
+23.67%/yr 		+14.91%/yr
R2=0.765
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Growth of $10,000 Summary

Wed 2021-08-04💬 to Wed 2026-10-07 Start
Value 		End
Value
BOAT × 		$10,000.00
2021-08-04 		$30,024.78
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
BOAT × 		+68.02% +80.92%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BOAT × 		−0.92%
on 2026-10-07
from 2026-09-17 peak 		−35.18%
on 2025-04-08
from 2024-06-03 peak

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
BOAT × 		+80.92% +75.58%
+32.51%/yr 		+128.67%
+31.75%/yr 		+168.61%
+21.85%/yr 		—

Annual Returns

Year BOAT
2026 (YTD) +68.02%
2025 +19.57%
2024 +3.00%
2023 +20.50%
2022 −0.19%
2021 +20.65%