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

Total Real Returns

SHLD: Total Return Chart (with Dividends Reinvested)

SHLD total return snapshot: SHLD returned −6.58% over the past year and −4.80% YTD, with dividends reinvested. Since Sep. 14, 2023, SHLD is up +151.21% in nominal total return, or +34.75%/yr, and is currently −20.95% below its total-return high on Mar. 9, 2026.

Data ending Fri Oct. 16, 2026

Growth of $10,000

Thu 2023-09-14💬 to Fri 2026-10-16 Overall
Return 		Exponential
Trendline
SHLD × 		+151.21%
+34.75%/yr 		+45.92%/yr
R2=0.894
Global X Defense Tech ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2023-09-14💬 to Fri 2026-10-16 Start
Value 		End
Value
SHLD × 		$10,000.00
2023-09-14 		$25,120.64
2026-10-16

This Year’s Performance

through 2026-10-16

  YTD YoY
SHLD × 		−4.80% −6.58%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SHLD × 		−20.95%
on 2026-10-16
from 2026-03-09 peak 		−25.40%
on 2026-06-25
from 2026-03-09 peak

Rolling Returns

Period ending Fri 2026-10-16 1 yr 2 yr 3 yr 5 yr 10 yr
SHLD × 		−6.58% +60.69%
+26.76%/yr 		+141.32%
+34.13%/yr 		— —

Annual Returns

Year SHLD
2026 (YTD) −4.80%
2025 +74.16%
2024 +35.03%
2023 +12.21%