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 +5.41% over the past year and +5.39% YTD, with dividends reinvested. Since Feb. 21, 2013, LGLV is up +219.35% in real purchasing-power return, or +8.98%/yr, and is currently āˆ’1.48% below its real total-return high on Mar. 2, 2026.

Data ending Tue Aug. 25, 2026

Growth of $10,000

Thu 2013-02-21šŸ’¬ to Tue 2026-08-25 Overall
Return 		Exponential
Trendline
LGLV × 		+219.35%
+8.98%/yr 		+8.36%/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 Tue 2026-08-25 Start
Value 		End
Value
LGLV × 		$10,000.00
2013-02-21 		$31,935.20
2026-08-25

This Yearā€™s Performance

through 2026-08-25

  YTD YoY
LGLV × 		+5.39% +5.41%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
LGLV × 		āˆ’1.48%
on 2026-08-25
from 2026-03-02 peak 		āˆ’36.63%
on 2020-03-23
from 2020-02-14 peak

Rolling Returns

Period ending Tue 2026-08-25 1 yr 2 yr 3 yr 5 yr 10 yr
LGLV × 		+5.41% +12.17%
+5.91%/yr 		+32.78%
+9.91%/yr 		+21.27%
+3.93%/yr 		+111.16%
+7.76%/yr

Annual Returns

Year LGLV
2026 (YTD) +5.39%
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%