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 +12.29% over the past year and +4.38% YTD, with dividends reinvested. Since Apr. 15, 2025, XV is up +22.59% in nominal total return, or +17.64%/yr, and is currently −1.24% below its total-return high on Jul. 14, 2026.

Data ending Fri Jul. 17, 2026

Growth of $10,000

Tue 2025-04-15💬 to Fri 2026-07-17 Overall
Return 		Exponential
Trendline
XV × 		+22.59%
+17.64%/yr 		+13.27%/yr
R2=0.852
Simplify Target 15 Distribution ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2025-04-15💬 to Fri 2026-07-17 Start
Value 		End
Value
XV × 		$10,000.00
2025-04-15 		$12,259.08
2026-07-17

This Year’s Performance

through 2026-07-17

  YTD YoY
XV × 		+4.38% +12.29%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
XV × 		−1.24%
on 2026-07-17
from 2026-07-14 peak 		−5.73%
on 2026-03-30
from 2026-01-27 peak

Rolling Returns

Period ending Fri 2026-07-17 1 yr 2 yr 3 yr 5 yr 10 yr
XV × 		+12.29% — — — —

Annual Returns

Year XV
2026 (YTD) +4.38%
2025 +17.44%