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 +13.67% in real purchasing-power return, with dividends reinvested.

Data ending Wed Jul. 29, 2026

Growth of $10,000

Thu 2025-11-06💬 to Wed 2026-07-29 Overall
Return
Exponential
Trendline
SATA
×
+13.67%
+19.31%/yr
+17.01%/yr
R2=0.491
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Growth of $10,000 Summary

Thu 2025-11-06💬 to Wed 2026-07-29 Start
Value
End
Value
SATA
×
$10,000.00
2025-11-06
$11,366.55
2026-07-29

This Year’s Performance

through 2026-07-29

  YTD YoY
SATA
×
+2.69%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SATA
×
−4.52%
on 2026-07-29
from 2026-06-17 peak
−17.27%
on 2026-02-05
from 2026-01-16 peak

Rolling Returns

Period ending Wed 2026-07-29 1 yr 2 yr 3 yr 5 yr 10 yr
SATA
×

Annual Returns

Year SATA
2026 (YTD) +2.69%
2025 +10.68%