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 +7.91% over the past year and +6.29% YTD, with dividends reinvested. Since Feb. 21, 2013, LGLV is up +350.47% in nominal total return, or +11.66%/yr, and is currently −3.34% below its total-return high on Jul. 28, 2026.

Data ending Fri Oct. 16, 2026

Growth of $10,000

Thu 2013-02-21💬 to Fri 2026-10-16 Overall
Return 		Exponential
Trendline
LGLV × 		+350.47%
+11.66%/yr 		+11.57%/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 Fri 2026-10-16 Start
Value 		End
Value
LGLV × 		$10,000.00
2013-02-21 		$45,046.75
2026-10-16

This Year’s Performance

through 2026-10-16

  YTD YoY
LGLV × 		+6.29% +7.91%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
LGLV × 		−3.34%
on 2026-10-16
from 2026-07-28 peak 		−36.64%
on 2020-03-23
from 2020-02-14 peak

Rolling Returns

Period ending Fri 2026-10-16 1 yr 2 yr 3 yr 5 yr 10 yr
LGLV × 		+7.91% +11.12%
+5.41%/yr 		+44.01%
+12.93%/yr 		+45.54%
+7.79%/yr 		+196.00%
+11.46%/yr

Annual Returns

Year LGLV
2026 (YTD) +6.29%
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%