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 +17.22% over the past year and +8.76% YTD, with dividends reinvested. Since Sep. 4, 2020, SPUC is up +89.25% in real purchasing-power return, or +11.35%/yr, and is currently −0.35% below its real total-return high on Aug. 7, 2026.

Data ending Tue Aug. 11, 2026

Growth of $10,000

Fri 2020-09-04💬 to Tue 2026-08-11 Overall
Return 		Exponential
Trendline
SPUC × 		+89.25%
+11.35%/yr 		+9.27%/yr
R2=0.595
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Growth of $10,000 Summary

Fri 2020-09-04💬 to Tue 2026-08-11 Start
Value 		End
Value
SPUC × 		$10,000.00
2020-09-04 		$18,925.40
2026-08-11

This Year’s Performance

through 2026-08-11

  YTD YoY
SPUC × 		+8.76% +17.22%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPUC × 		−0.35%
on 2026-08-11
from 2026-08-07 peak 		−33.63%
on 2022-10-12
from 2021-12-27 peak

Rolling Returns

Period ending Tue 2026-08-11 1 yr 2 yr 3 yr 5 yr 10 yr
SPUC × 		+17.22% +38.30%
+17.60%/yr 		+71.25%
+19.64%/yr 		+49.15%
+8.32%/yr 		—

Annual Returns

Year SPUC
2026 (YTD) +8.76%
2025 +19.84%
2024 +21.86%
2023 +23.37%
2022 −29.34%
2021 +25.04%
2020 +9.32%