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 +7.73% over the past year and +7.71% YTD, with dividends reinvested. Since Oct. 24, 2024, TOPT is up +32.59% in real purchasing-power return, or +15.09%/yr, and is currently −2.46% below its real total-return high on Oct. 7, 2026.

Data ending Tue Oct. 27, 2026

Growth of $10,000

Thu 2024-10-24💬 to Tue 2026-10-27 Overall
Return 		Exponential
Trendline
TOPT × 		+32.59%
+15.09%/yr 		+16.70%/yr
R2=0.749
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Growth of $10,000 Summary

Thu 2024-10-24💬 to Tue 2026-10-27 Start
Value 		End
Value
TOPT × 		$10,000.00
2024-10-24 		$13,259.40
2026-10-27

This Year’s Performance

through 2026-10-27

  YTD YoY
TOPT × 		+7.71% +7.73%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
TOPT × 		−2.46%
on 2026-10-27
from 2026-10-07 peak 		−22.32%
on 2025-04-08
from 2024-12-24 peak

Rolling Returns

Period ending Tue 2026-10-27 1 yr 2 yr 3 yr 5 yr 10 yr
TOPT × 		+7.73% +32.01%
+14.90%/yr 		— — —

Annual Returns

Year TOPT
2026 (YTD) +7.71%
2025 +17.21%
2024 +5.02%