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

Total Real Returns

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

SATA real return snapshot: After CPI-U inflation, since Nov. 6, 2025, SATA returned +21.32% in real purchasing-power return, with dividends reinvested.

Data ending Fri Sep. 25, 2026

Growth of $10,000

Thu 2025-11-06💬 to Fri 2026-09-25 Overall
Return
Exponential
Trendline
SATA
×
+21.32%
+24.43%/yr
+18.32%/yr
R2=0.681
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Growth of $10,000 Summary

Thu 2025-11-06💬 to Fri 2026-09-25 Start
Value
End
Value
SATA
×
$10,000.00
2025-11-06
$12,131.93
2026-09-25

This Year’s Performance

through 2026-09-25

  YTD YoY
SATA
×
+9.61% —

Drawdowns

  Current
Drawdown
Worst
Drawdown
SATA
×
−0.17%
on 2026-09-25
from 2026-08-21 peak
−17.27%
on 2026-02-05
from 2026-01-16 peak

Rolling Returns

Period ending Fri 2026-09-25 1 yr 2 yr 3 yr 5 yr 10 yr
SATA
×
— — — — —

Annual Returns

Year SATA
2026 (YTD) +9.61%
2025 +10.68%