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

Total Real Returns

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

SGRT real return snapshot: after CPI-U inflation, SGRT returned +43.82% over the past year and +36.60% YTD, with dividends reinvested. Since Aug. 20, 2025, SGRT is up +70.89% in real purchasing-power return, or +61.56%/yr, and is currently −8.30% below its real total-return high on Jun. 22, 2026.

Data ending Fri Oct. 2, 2026

Growth of $10,000

Wed 2025-08-20💬 to Fri 2026-10-02 Overall
Return
Exponential
Trendline
SGRT
×
+70.89%
+61.56%/yr
+51.73%/yr
R2=0.787
SMART Earnings Growth 30 ETF Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2025-08-20💬 to Fri 2026-10-02 Start
Value
End
Value
SGRT
×
$10,000.00
2025-08-20
$17,088.91
2026-10-02

This Year’s Performance

through 2026-10-02

  YTD YoY
SGRT
×
+36.60% +43.82%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SGRT
×
−8.30%
on 2026-10-02
from 2026-06-22 peak
−24.90%
on 2026-07-29
from 2026-06-22 peak

Rolling Returns

Period ending Fri 2026-10-02 1 yr 2 yr 3 yr 5 yr 10 yr
SGRT
×
+43.82% — — — —

Annual Returns

Year SGRT
2026 (YTD) +36.60%
2025 +25.10%