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 +12.30% over the past year and +8.54% YTD, with dividends reinvested. Since Oct. 27, 2000, OEF is up +334.75% in real purchasing-power return, or +5.82%/yr, and is currently −1.22% below its real total-return high on Oct. 7, 2026.

Data ending Thu Oct. 15, 2026

Growth of $10,000

Fri 2000-10-27💬 to Thu 2026-10-15 Overall
Return
Exponential
Trendline
OEF
×
+334.75%
+5.82%/yr
+7.26%/yr
R2=0.836
iShares S&P 100 ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2000-10-27💬 to Thu 2026-10-15 Start
Value
End
Value
OEF
×
$10,000.00
2000-10-27
$43,475.05
2026-10-15

This Year’s Performance

through 2026-10-15

  YTD YoY
OEF
×
+8.54% +12.30%

Drawdowns

  Current
Drawdown
Worst
Drawdown
OEF
×
−1.22%
on 2026-10-15
from 2026-10-07 peak
−59.46%
on 2009-03-09
from 2000-11-07 peak

Rolling Returns

Period ending Thu 2026-10-15 1 yr 2 yr 3 yr 5 yr 10 yr
OEF
×
+12.30% +31.19%
+14.54%/yr
+77.63%
+21.11%/yr
+62.19%
+10.16%/yr
+236.95%
+12.92%/yr

Annual Returns

Year OEF
2026 (YTD) +8.54%
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%