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 +1.08% over the past year and +1.74% YTD, with dividends reinvested. Since Feb. 21, 2013, LGLV is up +331.18% in nominal total return, or +11.33%/yr, and is currently −7.48% below its total-return high on Jul. 28, 2026.

Data ending Mon Oct. 5, 2026

Growth of $10,000

Thu 2013-02-21💬 to Mon 2026-10-05 Overall
Return
Exponential
Trendline
LGLV
×
+331.18%
+11.33%/yr
+11.58%/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 2026-10-05 Start
Value
End
Value
LGLV
×
$10,000.00
2013-02-21
$43,117.96
2026-10-05

This Year’s Performance

through 2026-10-05

  YTD YoY
LGLV
×
+1.74% +1.08%

Drawdowns

  Current
Drawdown
Worst
Drawdown
LGLV
×
−7.48%
on 2026-10-05
from 2026-07-28 peak
−36.64%
on 2020-03-23
from 2020-02-14 peak

Rolling Returns

Period ending Mon 2026-10-05 1 yr 2 yr 3 yr 5 yr 10 yr
LGLV
×
+1.08% +8.48%
+4.16%/yr
+41.18%
+12.18%/yr
+44.22%
+7.60%/yr
+182.89%
+10.96%/yr

Annual Returns

Year LGLV
2026 (YTD) +1.74%
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%