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

Total Real Returns

XV: Total Return Chart (with Dividends Reinvested)

XV total return snapshot: XV returned +12.38% over the past year and +7.44% YTD, with dividends reinvested. Since Apr. 15, 2025, XV is up +26.18% in nominal total return, or +18.51%/yr, and is currently −0.56% below its total-return high on Aug. 27, 2026.

Data ending Fri Aug. 28, 2026

Growth of $10,000

Tue 2025-04-15💬 to Fri 2026-08-28 Overall
Return 		Exponential
Trendline
XV × 		+26.18%
+18.51%/yr 		+13.37%/yr
R2=0.882
Simplify Target 15 Distribution ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2025-04-15💬 to Fri 2026-08-28 Start
Value 		End
Value
XV × 		$10,000.00
2025-04-15 		$12,617.62
2026-08-28

This Year’s Performance

through 2026-08-28

  YTD YoY
XV × 		+7.44% +12.38%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
XV × 		−0.56%
on 2026-08-28
from 2026-08-27 peak 		−5.73%
on 2026-03-30
from 2026-01-27 peak

Rolling Returns

Period ending Fri 2026-08-28 1 yr 2 yr 3 yr 5 yr 10 yr
XV × 		+12.38% — — — —

Annual Returns

Year XV
2026 (YTD) +7.44%
2025 +17.44%