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

Total Real Returns

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

TOPT real return snapshot: after CPI-U inflation, TOPT returned +14.42% over the past year and +2.36% YTD, with dividends reinvested. Since Oct. 24, 2024, TOPT is up +26.00% in real purchasing-power return, or +14.32%/yr, and is currently −4.38% below its real total-return high on May 14, 2026.

Data ending Fri Jul. 17, 2026

Growth of $10,000

Thu 2024-10-24💬 to Fri 2026-07-17 Overall
Return 		Exponential
Trendline
TOPT × 		+26.00%
+14.32%/yr 		+17.00%/yr
R2=0.666
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Growth of $10,000 Summary

Thu 2024-10-24💬 to Fri 2026-07-17 Start
Value 		End
Value
TOPT × 		$10,000.00
2024-10-24 		$12,600.34
2026-07-17

This Year’s Performance

through 2026-07-17

  YTD YoY
TOPT × 		+2.36% +14.42%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
TOPT × 		−4.38%
on 2026-07-17
from 2026-05-14 peak 		−22.32%
on 2025-04-08
from 2024-12-24 peak

Rolling Returns

Period ending Fri 2026-07-17 1 yr 2 yr 3 yr 5 yr 10 yr
TOPT × 		+14.42% — — — —

Annual Returns

Year TOPT
2026 (YTD) +2.36%
2025 +17.21%
2024 +5.02%