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 +13.44% over the past year and +10.77% YTD, with dividends reinvested. Since Oct. 24, 2024, TOPT is up +36.36% in real purchasing-power return, or +17.22%/yr, and is currently at its real total-return high.

Data ending Wed Oct. 7, 2026

Growth of $10,000

Thu 2024-10-24💬 to Wed 2026-10-07 Overall
Return 		Exponential
Trendline
TOPT × 		+36.36%
+17.22%/yr 		+16.74%/yr
R2=0.734
iShares Top 20 U.S. Stocks ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2024-10-24💬 to Wed 2026-10-07 Start
Value 		End
Value
TOPT × 		$10,000.00
2024-10-24 		$13,636.29
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
TOPT × 		+10.77% +13.44%

Drawdowns

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

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
TOPT × 		+13.44% — — — —

Annual Returns

Year TOPT
2026 (YTD) +10.77%
2025 +17.21%
2024 +5.02%