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 +7.11% over the past year and +5.45% YTD, with dividends reinvested. Since Apr. 15, 2025, XV is up +23.85% in nominal total return, or +14.80%/yr, and is currently −2.39% below its total-return high on Aug. 27, 2026.

Data ending Mon Nov. 2, 2026

Growth of $10,000

Tue 2025-04-15💬 to Mon 2026-11-02 Overall
Return 		Exponential
Trendline
XV × 		+23.85%
+14.80%/yr 		+12.69%/yr
R2=0.898
Simplify Target 15 Distribution ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2025-04-15💬 to Mon 2026-11-02 Start
Value 		End
Value
XV × 		$10,000.00
2025-04-15 		$12,384.73
2026-11-02

This Year’s Performance

through 2026-11-02

  YTD YoY
XV × 		+5.45% +7.11%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
XV × 		−2.39%
on 2026-11-02
from 2026-08-27 peak 		−5.73%
on 2026-03-30
from 2026-01-27 peak

Rolling Returns

Period ending Mon 2026-11-02 1 yr 2 yr 3 yr 5 yr 10 yr
XV × 		+7.11% — — — —

Annual Returns

Year XV
2026 (YTD) +5.45%
2025 +17.44%