All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
LGLV real return snapshot: after CPI-U inflation, LGLV returned −2.40% over the past year and −2.33% YTD, with dividends reinvested. Since Feb. 21, 2013, LGLV is up +195.94% in real purchasing-power return, or +8.30%/yr, and is currently −8.70% below its real total-return high on Mar. 2, 2026.
Data ending Fri Oct. 2, 2026
| Thu 2013-02-21💬 to Fri 2026-10-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| LGLV × |
+195.94%
+8.30%/yr |
+8.32%/yr
R2=0.954 |
||||
| SPDR SSGA US Large Cap Low Volatility Index ETF Exchange-Traded Fund | ||||||
| Thu 2013-02-21💬 to Fri 2026-10-02 |
Start
Value |
End
Value |
|---|---|---|
| LGLV × |
$10,000.00
2013-02-21 |
$29,594.13
2026-10-02 |
| YTD | YoY | |
|---|---|---|
| LGLV × | −2.33% | −2.40% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| LGLV × |
−8.70%
on 2026-10-02 from 2026-03-02 peak |
−36.63%
on 2020-03-23 from 2020-02-14 peak |
| Period ending Fri 2026-10-02 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| LGLV × | −2.40% |
+1.07% +0.53%/yr |
+29.09% +8.88%/yr |
+17.40% +3.26%/yr |
+99.06% +7.13%/yr |
| Year | LGLV |
|---|---|
| 2026 (YTD) | −2.33% |
| 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% |
