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 +15.08% in real purchasing-power return, with dividends reinvested.

Data ending Tue Jul. 7, 2026

Thu 2025-11-06💬 to Tue 2026-07-07 YTD
Return 		1 Year
Return
SATA × 		+3.97%
2026-07-07 		—
2026-07-07
Strive, Inc. Variable Rate Series A Perpetual Preferred Stock NASDAQ Preferred Stock

Returns

Thu 2025-11-06💬 to Tue 2026-07-07 Overall
Return 		Exponential
Trendline
SATA × 		+15.08%
+23.50%/yr 		+18.59%/yr
(R2=0.465)
Strive, Inc. Variable Rate Series A Perpetual Preferred Stock NASDAQ Preferred Stock

Growth of $10,000

Thu 2025-11-06💬 to Tue 2026-07-07 Start
Value 		End
Value
SATA × 		$10,000.00
2025-11-06 		$11,507.56
2026-07-07
Strive, Inc. Variable Rate Series A Perpetual Preferred Stock NASDAQ Preferred Stock

Annual Returns

Year SATA
2026 (YTD) +3.97%
2025 +10.68%

Drawdowns

Thu 2025-11-06💬 to Tue 2026-07-07 Current
Drawdown 		Worst
Drawdown
SATA × 		−2.99%
from 2026-06-15 peak 		−17.27%
2026-02-05
from 2026-01-16 peak
Strive, Inc. Variable Rate Series A Perpetual Preferred Stock NASDAQ Preferred Stock

Rolling Returns

Period ending Tue 2026-07-07 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
SATA × 		— — — — —
Strive, Inc. Variable Rate Series A Perpetual Preferred Stock NASDAQ Preferred Stock