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

Total Real Returns

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

OMAH real return snapshot: after CPI-U inflation, OMAH returned +6.45% over the past year and +3.94% YTD, with dividends reinvested. Since Mar. 5, 2025, OMAH is up +9.30% in real purchasing-power return, or +5.63%/yr, and is currently −3.38% below its real total-return high on Aug. 4, 2026.

Data ending Mon Oct. 19, 2026

Growth of $10,000

Wed 2025-03-05💬 to Mon 2026-10-19 Overall
Return
Exponential
Trendline
OMAH
×
+9.30%
+5.63%/yr
+7.68%/yr
R2=0.772
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Growth of $10,000 Summary

Wed 2025-03-05💬 to Mon 2026-10-19 Start
Value
End
Value
OMAH
×
$10,000.00
2025-03-05
$10,929.51
2026-10-19

This Year’s Performance

through 2026-10-19

  YTD YoY
OMAH
×
+3.94% +6.45%

Drawdowns

  Current
Drawdown
Worst
Drawdown
OMAH
×
−3.38%
on 2026-10-19
from 2026-08-04 peak
−11.93%
on 2025-04-08
from 2025-03-27 peak

Rolling Returns

Period ending Mon 2026-10-19 1 yr 2 yr 3 yr 5 yr 10 yr
OMAH
×
+6.45% — — — —

Annual Returns

Year OMAH
2026 (YTD) +3.94%
2025 +5.16%