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 +5.01% over the past year and +5.36% YTD, with dividends reinvested. Since Feb. 21, 2013, LGLV is up +346.49% in nominal total return, or +11.67%/yr, and is currently −4.19% below its total-return high on Jul. 28, 2026.

Data ending Mon Sep. 14, 2026

Growth of $10,000

Thu 2013-02-21💬 to Mon 2026-09-14 Overall
Return
Exponential
Trendline
LGLV
×
+346.49%
+11.67%/yr
+11.60%/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 Mon 2026-09-14 Start
Value
End
Value
LGLV
×
$10,000.00
2013-02-21
$44,649.00
2026-09-14

This Year’s Performance

through 2026-09-14

  YTD YoY
LGLV
×
+5.36% +5.01%

Drawdowns

  Current
Drawdown
Worst
Drawdown
LGLV
×
−4.19%
on 2026-09-14
from 2026-07-28 peak
−36.64%
on 2020-03-23
from 2020-02-14 peak

Rolling Returns

Period ending Mon 2026-09-14 1 yr 2 yr 3 yr 5 yr 10 yr
LGLV
×
+5.01% +12.95%
+6.28%/yr
+39.27%
+11.67%/yr
+45.46%
+7.78%/yr
+193.91%
+11.38%/yr

Annual Returns

Year LGLV
2026 (YTD) +5.36%
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%