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

Total Real Returns

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

OEF real return snapshot: after CPI-U inflation, OEF returned +14.38% over the past year and +9.42% YTD, with dividends reinvested. Since Oct. 27, 2000, OEF is up +338.25% in real purchasing-power return, or +5.87%/yr, and is currently −0.29% below its real total-return high on Sep. 21, 2026.

Data ending Fri Sep. 25, 2026

Growth of $10,000

Fri 2000-10-27💬 to Fri 2026-09-25 Overall
Return
Exponential
Trendline
OEF
×
+338.25%
+5.87%/yr
+7.24%/yr
R2=0.835
iShares S&P 100 ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2000-10-27💬 to Fri 2026-09-25 Start
Value
End
Value
OEF
×
$10,000.00
2000-10-27
$43,825.04
2026-09-25

This Year’s Performance

through 2026-09-25

  YTD YoY
OEF
×
+9.42% +14.38%

Drawdowns

  Current
Drawdown
Worst
Drawdown
OEF
×
−0.29%
on 2026-09-25
from 2026-09-21 peak
−59.46%
on 2009-03-09
from 2000-11-07 peak

Rolling Returns

Period ending Fri 2026-09-25 1 yr 2 yr 3 yr 5 yr 10 yr
OEF
×
+14.38% +34.23%
+15.86%/yr
+79.61%
+21.56%/yr
+63.55%
+10.34%/yr
+235.82%
+12.88%/yr

Annual Returns

Year OEF
2026 (YTD) +9.42%
2025 +16.68%
2024 +27.07%
2023 +28.41%
2022 −25.82%
2021 +20.68%
2020 +19.58%
2019 +28.92%
2018 −5.96%
2017 +19.30%
2016 +9.03%
2015 +1.66%
2014 +11.72%
2013 +28.14%
2012 +13.94%
2011 −0.18%
2010 +10.80%
2009 +18.89%
2008 −35.55%
2007 +1.94%
2006 +15.23%
2005 −2.31%
2004 +3.06%
2003 +23.74%
2002 −25.04%
2001 −15.06%
2000 −4.84%