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 +26.20% over the past year and +14.77% YTD, with dividends reinvested. Since Jul. 28, 2016, LVHI is up +114.51% in real purchasing-power return, or +7.85%/yr, and is currently −0.96% below its real total-return high on Aug. 25, 2026.

Data ending Thu Sep. 3, 2026

Growth of $10,000

Thu 2016-07-28💬 to Thu 2026-09-03 Overall
Return 		Exponential
Trendline
LVHI × 		+114.51%
+7.85%/yr 		+5.78%/yr
R2=0.703
Franklin International Low Volatility High Dividend Index ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2016-07-28💬 to Thu 2026-09-03 Start
Value 		End
Value
LVHI × 		$10,000.00
2016-07-28 		$21,450.77
2026-09-03

This Year’s Performance

through 2026-09-03

  YTD YoY
LVHI × 		+14.77% +26.20%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
LVHI × 		−0.96%
on 2026-09-03
from 2026-08-25 peak 		−32.29%
on 2020-03-16
from 2020-02-20 peak

Rolling Returns

Period ending Thu 2026-09-03 1 yr 2 yr 3 yr 5 yr 10 yr
LVHI × 		+26.20% +44.69%
+20.29%/yr 		+70.40%
+19.44%/yr 		+76.52%
+12.04%/yr 		+111.76%
+7.79%/yr

Annual Returns

Year LVHI
2026 (YTD) +14.77%
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%