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 +8.95% over the past year and +6.13% YTD, with dividends reinvested. Since Apr. 15, 2025, XV is up +24.64% in nominal total return, or +15.87%/yr, and is currently −1.78% below its total-return high on Aug. 27, 2026.

Data ending Tue Oct. 13, 2026

Growth of $10,000

Tue 2025-04-15💬 to Tue 2026-10-13 Overall
Return 		Exponential
Trendline
XV × 		+24.64%
+15.87%/yr 		+13.09%/yr
R2=0.900
Simplify Target 15 Distribution ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2025-04-15💬 to Tue 2026-10-13 Start
Value 		End
Value
XV × 		$10,000.00
2025-04-15 		$12,463.73
2026-10-13

This Year’s Performance

through 2026-10-13

  YTD YoY
XV × 		+6.13% +8.95%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
XV × 		−1.78%
on 2026-10-13
from 2026-08-27 peak 		−5.73%
on 2026-03-30
from 2026-01-27 peak

Rolling Returns

Period ending Tue 2026-10-13 1 yr 2 yr 3 yr 5 yr 10 yr
XV × 		+8.95% — — — —

Annual Returns

Year XV
2026 (YTD) +6.13%
2025 +17.44%