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 +13.79% over the past year and +6.84% YTD, with dividends reinvested. Since Apr. 15, 2025, XV is up +25.48% in nominal total return, or +18.89%/yr, and is currently −0.18% below its total-return high on Aug. 4, 2026.

Data ending Fri Aug. 7, 2026

Growth of $10,000

Tue 2025-04-15💬 to Fri 2026-08-07 Overall
Return 		Exponential
Trendline
XV × 		+25.48%
+18.89%/yr 		+13.17%/yr
R2=0.865
Simplify Target 15 Distribution ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2025-04-15💬 to Fri 2026-08-07 Start
Value 		End
Value
XV × 		$10,000.00
2025-04-15 		$12,547.69
2026-08-07

This Year’s Performance

through 2026-08-07

  YTD YoY
XV × 		+6.84% +13.79%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
XV × 		−0.18%
on 2026-08-07
from 2026-08-04 peak 		−5.73%
on 2026-03-30
from 2026-01-27 peak

Rolling Returns

Period ending Fri 2026-08-07 1 yr 2 yr 3 yr 5 yr 10 yr
XV × 		+13.79% — — — —

Annual Returns

Year XV
2026 (YTD) +6.84%
2025 +17.44%