All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

LGLV: Total Return Chart (with Dividends Reinvested)

LGLV total return snapshot: LGLV returned +8.94% over the past year and +8.84% YTD, with dividends reinvested. Since Feb. 21, 2013, LGLV is up +361.25% in nominal total return, or +11.98%/yr, and is currently −1.03% below its total-return high on Jul. 28, 2026.

Data ending Tue Aug. 25, 2026

Growth of $10,000

Thu 2013-02-21💬 to Tue 2026-08-25 Overall
Return
Exponential
Trendline
LGLV
×
+361.25%
+11.98%/yr
+11.61%/yr
R2=0.984
SPDR SSGA US Large Cap Low Volatility Index ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2013-02-21💬 to Tue 2026-08-25 Start
Value
End
Value
LGLV
×
$10,000.00
2013-02-21
$46,125.43
2026-08-25

This Year’s Performance

through 2026-08-25

  YTD YoY
LGLV
×
+8.84% +8.94%

Drawdowns

  Current
Drawdown
Worst
Drawdown
LGLV
×
−1.03%
on 2026-08-25
from 2026-07-28 peak
−36.64%
on 2020-03-23
from 2020-02-14 peak

Rolling Returns

Period ending Tue 2026-08-25 1 yr 2 yr 3 yr 5 yr 10 yr
LGLV
×
+8.94% +19.27%
+9.21%/yr
+44.85%
+13.15%/yr
+48.41%
+8.22%/yr
+193.45%
+11.37%/yr

Annual Returns

Year LGLV
2026 (YTD) +8.84%
2025 +8.37%
2024 +16.22%
2023 +9.19%
2022 −8.17%
2021 +27.95%
2020 +7.42%
2019 +30.83%
2018 +0.32%
2017 +17.84%
2016 +11.40%
2015 +2.21%
2014 +17.10%
2013 +18.41%