SBTU (SBTU) Performance
SBTU total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +298.4% since Dec 31, 2025
- 1 year
- +48.5% total return
- Since first price
- +30.0% since 2025
SBTU trailing returns vs SPY, QQQ, AGG
| Period | SBTU total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −42.1% | −42.1% | −1.0% | −5.0% | +0.9% |
| 3 months | +1,262.8% | +1,262.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +659.0% | +659.0% | +7.8% | +8.4% | −1.5% |
| YTD | +298.4% | +298.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +48.5% | +48.5% | +14.4% | +15.9% | −1.1% |
| Since inceptionOct 21, 2025 | +30.0% | +30.0% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: SBTU vs SPY
From Oct 21, 2025: SBTU grew to $13,001, SPY to $11,443.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SBTU returns by calendar year
2026 is year to date.
SBTU annual returns table
| Year | SBTU | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +298.4% | −88.0% | +12.3% | +15.1% | −1.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
SBTU largest drawdowns
Now 46.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 21, 2025 | −94.2% | Jun 25, 2026 | Aug 24, 2026 | 8 months | 10 months |
| Sep 22, 2026 | −48.8% | Oct 19, 2026 | not yet | 27 days | 31 days so far |
| Sep 14, 2026 | −25.0% | Sep 16, 2026 | Sep 18, 2026 | 2 days | 4 days |
| Aug 27, 2026 | −17.5% | Sep 2, 2026 | Sep 14, 2026 | 6 days | 18 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SBTU rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 1 | +45.4% | +45.4% | +45.4% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
SBTU performance overview
SBTU (SBTU) returned +48.5% over the past year, with distributions reinvested. Since its first recorded price on Oct 21, 2025 it has returned +30.0%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −94.2%, from Oct 21, 2025 to Jun 25, 2026, and it took 2 months to get back to the old high.
Related: SBTU chart. See the SBTU overview for the latest quote and fund facts.
SBTU performance FAQ
What is the SBTU return over the past year?
SBTU returned +48.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 48.5%.
How much would $10,000 invested in SBTU be worth?
$10,000 invested in SBTU at its first recorded close on October 21, 2025 would be worth about $13,001 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of SBTU?
The largest peak-to-trough decline was −94.2% between October 21, 2025 and June 25, 2026. It recovered to the old high on August 24, 2026, 2 months after the bottom.