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 +12.67% over the past year and +10.41% YTD, with dividends reinvested. Since Oct. 24, 2024, TOPT is up +35.92% in real purchasing-power return, or +17.05%/yr, and is currently at its real total-return high.

Data ending Tue Oct. 6, 2026

Growth of $10,000

Thu 2024-10-24💬 to Tue 2026-10-06 Overall
Return 		Exponential
Trendline
TOPT × 		+35.92%
+17.05%/yr 		+16.72%/yr
R2=0.733
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Growth of $10,000 Summary

Thu 2024-10-24💬 to Tue 2026-10-06 Start
Value 		End
Value
TOPT × 		$10,000.00
2024-10-24 		$13,591.80
2026-10-06

This Year’s Performance

through 2026-10-06

  YTD YoY
TOPT × 		+10.41% +12.67%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
TOPT × 		—
on 2026-10-06 		−22.32%
on 2025-04-08
from 2024-12-24 peak

Rolling Returns

Period ending Tue 2026-10-06 1 yr 2 yr 3 yr 5 yr 10 yr
TOPT × 		+12.67% — — — —

Annual Returns

Year TOPT
2026 (YTD) +10.41%
2025 +17.21%
2024 +5.02%