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

Total Real Returns

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

LVHI real return snapshot: after CPI-U inflation, LVHI returned +20.41% over the past year and +12.51% YTD, with dividends reinvested. Since Jul. 28, 2016, LVHI is up +110.27% in real purchasing-power return, or +7.56%/yr, and is currently −2.87% below its real total-return high on Aug. 25, 2026.

Data ending Fri Oct. 9, 2026

Growth of $10,000

Thu 2016-07-28💬 to Fri 2026-10-09 Overall
Return 		Exponential
Trendline
LVHI × 		+110.27%
+7.56%/yr 		+5.93%/yr
R2=0.710
Franklin International Low Volatility High Dividend Index ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2016-07-28💬 to Fri 2026-10-09 Start
Value 		End
Value
LVHI × 		$10,000.00
2016-07-28 		$21,027.49
2026-10-09

This Year’s Performance

through 2026-10-09

  YTD YoY
LVHI × 		+12.51% +20.41%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
LVHI × 		−2.87%
on 2026-10-09
from 2026-08-25 peak 		−32.29%
on 2020-03-16
from 2020-02-20 peak

Rolling Returns

Period ending Fri 2026-10-09 1 yr 2 yr 3 yr 5 yr 10 yr
LVHI × 		+20.41% +39.75%
+18.21%/yr 		+68.79%
+19.06%/yr 		+77.67%
+12.18%/yr 		+108.77%
+7.64%/yr

Annual Returns

Year LVHI
2026 (YTD) +12.51%
2025 +23.81%
2024 +12.67%
2023 +13.65%
2022 −2.47%
2021 +10.42%
2020 −9.98%
2019 +15.70%
2018 −6.99%
2017 +8.39%
2016 +4.25%