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

Total Real Returns

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

SPUC real return snapshot: after CPI-U inflation, SPUC returned +14.04% over the past year and +8.22% YTD, with dividends reinvested. Since Sep. 4, 2020, SPUC is up +88.32% in real purchasing-power return, or +11.15%/yr, and is currently −1.61% below its real total-return high on Aug. 13, 2026.

Data ending Mon Aug. 31, 2026

Growth of $10,000

Fri 2020-09-04💬 to Mon 2026-08-31 Overall
Return 		Exponential
Trendline
SPUC × 		+88.32%
+11.15%/yr 		+9.40%/yr
R2=0.606
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Growth of $10,000 Summary

Fri 2020-09-04💬 to Mon 2026-08-31 Start
Value 		End
Value
SPUC × 		$10,000.00
2020-09-04 		$18,831.93
2026-08-31

This Year’s Performance

through 2026-08-31

  YTD YoY
SPUC × 		+8.22% +14.04%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPUC × 		−1.61%
on 2026-08-31
from 2026-08-13 peak 		−33.63%
on 2022-10-12
from 2021-12-27 peak

Rolling Returns

Period ending Mon 2026-08-31 1 yr 2 yr 3 yr 5 yr 10 yr
SPUC × 		+14.04% +28.35%
+13.29%/yr 		+69.96%
+19.34%/yr 		+45.23%
+7.75%/yr 		—

Annual Returns

Year SPUC
2026 (YTD) +8.22%
2025 +19.84%
2024 +21.86%
2023 +23.37%
2022 −29.34%
2021 +25.04%
2020 +9.32%