All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

LGLV: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

LGLV real return snapshot: after CPI-U inflation, LGLV returned +6.44% over the past year and +4.98% YTD, with dividends reinvested. Since Feb. 21, 2013, LGLV is up +218.10% in real purchasing-power return, or +8.98%/yr, and is currently āˆ’1.86% below its real total-return high on Mar. 2, 2026.

Data ending Wed Aug. 5, 2026

Growth of $10,000

Thu 2013-02-21šŸ’¬ to Wed 2026-08-05 Overall
Return 		Exponential
Trendline
LGLV × 		+218.10%
+8.98%/yr 		+8.37%/yr
R2=0.954
SPDR SSGA US Large Cap Low Volatility Index ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2013-02-21šŸ’¬ to Wed 2026-08-05 Start
Value 		End
Value
LGLV × 		$10,000.00
2013-02-21 		$31,809.99
2026-08-05

This Yearā€™s Performance

through 2026-08-05

  YTD YoY
LGLV × 		+4.98% +6.44%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
LGLV × 		āˆ’1.86%
on 2026-08-05
from 2026-03-02 peak 		āˆ’36.63%
on 2020-03-23
from 2020-02-14 peak

Rolling Returns

Period ending Wed 2026-08-05 1 yr 2 yr 3 yr 5 yr 10 yr
LGLV × 		+6.44% +17.12%
+8.22%/yr 		+31.01%
+9.42%/yr 		+22.26%
+4.10%/yr 		+109.65%
+7.68%/yr

Annual Returns

Year LGLV
2026 (YTD) +4.98%
2025 +5.55%
2024 +12.97%
2023 +5.65%
2022 āˆ’13.75%
2021 +19.54%
2020 +5.97%
2019 +27.91%
2018 āˆ’1.56%
2017 +15.40%
2016 +9.14%
2015 +1.46%
2014 +16.22%
2013 +17.72%