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 +14.59% over the past year and +13.82% YTD, with dividends reinvested. Since Mar. 8, 2022, CTA is up +34.13% in real purchasing-power return, or +7.24%/yr, and is currently −3.99% below its real total-return high on May 4, 2026.

Tue 2022-03-08? to Wed 2026-05-20 YTD
Return
1 Year
Return
CTA
×
+13.82%
2026-05-20
+14.59%
2026-05-20
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Returns

Tue 2022-03-08? to Wed 2026-05-20 Overall
Return
Exponential
Trendline
CTA
×
+34.13%
+7.24%/yr
+5.66%/yr
(R2=0.615)
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Growth of $10,000

Tue 2022-03-08? to Wed 2026-05-20 Start
Value
End
Value
CTA
×
$10,000.00
2022-03-08
$13,413.24
2026-05-20
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Annual Returns

Year CTA
2026 (YTD) +13.82%
2025 −1.74%
2024 +20.67%
2023 −5.40%
2022 +5.07%

Drawdowns

Tue 2022-03-08? to Wed 2026-05-20 Current
Drawdown
Worst
Drawdown
CTA
×
−3.99%
from 2026-05-04 peak
−19.33%
2023-04-03
from 2022-10-14 peak
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Rolling Returns

Period ending Wed 2026-05-20 1
Year
2
Years
3
Years
5
Years
10
Years
CTA
×
+14.59% +14.74%
+7.12%/yr
+34.87%
+10.47%/yr
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