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

Total Real Returns

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

RDTE real return snapshot: after CPI-U inflation, RDTE returned +16.85% over the past year and +13.63% YTD, with dividends reinvested. Since Sep. 10, 2024, RDTE is up +30.53% in real purchasing-power return, or +14.18%/yr, and is currently −4.89% below its real total-return high on Aug. 14, 2026.

Data ending Mon Sep. 14, 2026

Growth of $10,000

Tue 2024-09-10💬 to Mon 2026-09-14 Overall
Return 		Exponential
Trendline
RDTE × 		+30.53%
+14.18%/yr 		+12.99%/yr
R2=0.573
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Growth of $10,000 Summary

Tue 2024-09-10💬 to Mon 2026-09-14 Start
Value 		End
Value
RDTE × 		$10,000.00
2024-09-10 		$13,052.61
2026-09-14

This Year’s Performance

through 2026-09-14

  YTD YoY
RDTE × 		+13.63% +16.85%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
RDTE × 		−4.89%
on 2026-09-14
from 2026-08-14 peak 		−26.00%
on 2025-04-10
from 2024-12-02 peak

Rolling Returns

Period ending Mon 2026-09-14 1 yr 2 yr 3 yr 5 yr 10 yr
RDTE × 		+16.85% +25.96%
+12.23%/yr 		— — —

Annual Returns

Year RDTE
2026 (YTD) +13.63%
2025 +5.78%
2024 +8.59%