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

Total Real Returns

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

CTA real return snapshot: after CPI-U inflation, CTA returned +4.37% over the past year and +6.75% YTD, with dividends reinvested. Since Mar. 8, 2022, CTA is up +25.80% in real purchasing-power return, or +5.25%/yr, and is currently −9.92% below its real total-return high on May 4, 2026.

Data ending Wed Sep. 2, 2026

Growth of $10,000

Tue 2022-03-08💬 to Wed 2026-09-02 Overall
Return 		Exponential
Trendline
CTA × 		+25.80%
+5.25%/yr 		+5.22%/yr
R2=0.601
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Growth of $10,000 Summary

Tue 2022-03-08💬 to Wed 2026-09-02 Start
Value 		End
Value
CTA × 		$10,000.00
2022-03-08 		$12,580.03
2026-09-02

This Year’s Performance

through 2026-09-02

  YTD YoY
CTA × 		+6.75% +4.37%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
CTA × 		−9.92%
on 2026-09-02
from 2026-05-04 peak 		−20.96%
on 2026-08-04
from 2026-05-04 peak

Rolling Returns

Period ending Wed 2026-09-02 1 yr 2 yr 3 yr 5 yr 10 yr
CTA × 		+4.37% +16.30%
+7.84%/yr 		+25.19%
+7.78%/yr 		— —

Annual Returns

Year CTA
2026 (YTD) +6.75%
2025 −1.74%
2024 +20.67%
2023 −5.40%
2022 +5.07%