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

Total Real Returns

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

QDVO real return snapshot: after CPI-U inflation, QDVO returned +12.02% over the past year and +6.59% YTD, with dividends reinvested. Since Aug. 22, 2024, QDVO is up +39.07% in real purchasing-power return, or +17.60%/yr, and is currently −0.61% below its real total-return high on May 28, 2026.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Thu 2024-08-22💬 to Fri 2026-09-04 Overall
Return 		Exponential
Trendline
QDVO × 		+39.07%
+17.60%/yr 		+17.06%/yr
R2=0.819
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Growth of $10,000 Summary

Thu 2024-08-22💬 to Fri 2026-09-04 Start
Value 		End
Value
QDVO × 		$10,000.00
2024-08-22 		$13,907.08
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
QDVO × 		+6.59% +12.02%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
QDVO × 		−0.61%
on 2026-09-04
from 2026-05-28 peak 		−18.88%
on 2025-04-08
from 2024-12-16 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
QDVO × 		+12.02% +41.16%
+18.81%/yr 		— — —

Annual Returns

Year QDVO
2026 (YTD) +6.59%
2025 +17.03%
2024 +11.48%