LGLV Stock Chart (Dividends Reinvested, Inflation Adjusted)

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

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

LGLV real return snapshot: after CPI-U inflation, LGLV returned +3.96% over the past year and +3.57% YTD, with dividends reinvested. Since Feb. 21, 2013, LGLV is up +213.82% in real purchasing-power return, or +8.73%/yr, and is currently −3.18% below its real total-return high on Mar. 2, 2026.

Data ending Fri Oct. 23, 2026

Dividends Reinvested:

Growth of $10,000

Thu 2013-02-21^💬 to Fri 2026-10-23	Overall Return	Exponential Trendline
LGLV ^×	+213.82% +8.73%/yr	+8.30%/yr R²=0.954
SPDR SSGA US Large Cap Low Volatility Index ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2013-02-21^💬 to Fri 2026-10-23	Start Value	End Value
LGLV ^×	$10,000.00 2013-02-21	$31,382.14 2026-10-23

This Year’s Performance

through 2026-10-23

	YTD	YoY
LGLV ^×	+3.57%	+3.96%

Drawdowns

	Current Drawdown	Worst Drawdown
LGLV ^×	−3.18% on 2026-10-23 from 2026-03-02 peak	−36.63% on 2020-03-23 from 2020-02-14 peak

Rolling Returns

Period ending Fri 2026-10-23	1 yr	2 yr	3 yr	5 yr	10 yr
LGLV ^×	+3.96%	+6.13% +3.02%/yr	+38.13% +11.37%/yr	+17.77% +3.33%/yr	+116.96% +8.05%/yr

Annual Returns

Year	LGLV
2026 (YTD)	+3.57%
2025	+5.55%
2024	+12.97%
2023	+5.65%
2022	−13.75%
2021	+19.54%
2020	+5.97%
2019	+27.91%
2018	−1.56%
2017	+15.40%
2016	+9.14%
2015	+1.46%
2014	+16.22%
2013	+17.72%