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

Total Real Returns

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

PTL real return snapshot: after CPI-U inflation, PTL returned −0.33% over the past year and −0.42% YTD, with dividends reinvested. Since Mar. 26, 2024, PTL is up +21.99% in real purchasing-power return, or +7.91%/yr, and is currently −13.25% below its real total-return high on Aug. 13, 2026.

Data ending Thu Nov. 5, 2026

Growth of $10,000

Tue 2024-03-26💬 to Thu 2026-11-05 Overall
Return 		Exponential
Trendline
PTL × 		+21.99%
+7.91%/yr 		+14.85%/yr
R2=0.871
Northern Lights Fund Trust IV Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2024-03-26💬 to Thu 2026-11-05 Start
Value 		End
Value
PTL × 		$10,000.00
2024-03-26 		$12,199.44
2026-11-05

This Year’s Performance

through 2026-11-05

  YTD YoY
PTL × 		−0.42% −0.33%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
PTL × 		−13.25%
on 2026-11-05
from 2026-08-13 peak 		−20.51%
on 2025-04-08
from 2024-11-29 peak

Rolling Returns

Period ending Thu 2026-11-05 1 yr 2 yr 3 yr 5 yr 10 yr
PTL × 		−0.33% +14.30%
+6.91%/yr 		— — —

Annual Returns

Year PTL
2026 (YTD) −0.42%
2025 +14.85%
2024 +6.67%