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 +21.40% in real purchasing-power return, with dividends reinvested.

Data ending Tue Aug. 18, 2026

Growth of $10,000

Thu 2025-11-06💬 to Tue 2026-08-18 Overall
Return 		Exponential
Trendline
SATA × 		+21.40%
+28.22%/yr 		+18.45%/yr
R2=0.597
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Growth of $10,000 Summary

Thu 2025-11-06💬 to Tue 2026-08-18 Start
Value 		End
Value
SATA × 		$10,000.00
2025-11-06 		$12,140.20
2026-08-18

This Year’s Performance

through 2026-08-18

  YTD YoY
SATA × 		+9.68% —

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SATA × 		—
on 2026-08-18 		−17.27%
on 2026-02-05
from 2026-01-16 peak

Rolling Returns

Period ending Tue 2026-08-18 1 yr 2 yr 3 yr 5 yr 10 yr
SATA × 		— — — — —

Annual Returns

Year SATA
2026 (YTD) +9.68%
2025 +10.68%