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 +25.13% over the past year and +23.54% YTD, with dividends reinvested. Since Aug. 20, 2025, SGRT is up +54.55% in real purchasing-power return, or +44.87%/yr, and is currently −17.07% below its real total-return high on Jun. 22, 2026.

Data ending Fri Oct. 23, 2026

Growth of $10,000

Wed 2025-08-20💬 to Fri 2026-10-23 Overall
Return 		Exponential
Trendline
SGRT × 		+54.55%
+44.87%/yr 		+48.26%/yr
R2=0.777
SMART Earnings Growth 30 ETF Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2025-08-20💬 to Fri 2026-10-23 Start
Value 		End
Value
SGRT × 		$10,000.00
2025-08-20 		$15,454.96
2026-10-23

This Year’s Performance

through 2026-10-23

  YTD YoY
SGRT × 		+23.54% +25.13%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SGRT × 		−17.07%
on 2026-10-23
from 2026-06-22 peak 		−24.90%
on 2026-07-29
from 2026-06-22 peak

Rolling Returns

Period ending Fri 2026-10-23 1 yr 2 yr 3 yr 5 yr 10 yr
SGRT × 		+25.13% — — — —

Annual Returns

Year SGRT
2026 (YTD) +23.54%
2025 +25.10%