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 +24.39% over the past year and +13.59% YTD, with dividends reinvested. Since Jul. 28, 2016, LVHI is up +112.30% in real purchasing-power return, or +7.70%/yr, and is currently −1.94% below its real total-return high on Aug. 25, 2026.

Data ending Wed Sep. 23, 2026

Growth of $10,000

Thu 2016-07-28💬 to Wed 2026-09-23 Overall
Return
Exponential
Trendline
LVHI
×
+112.30%
+7.70%/yr
+5.87%/yr
R2=0.706
Franklin International Low Volatility High Dividend Index ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2016-07-28💬 to Wed 2026-09-23 Start
Value
End
Value
LVHI
×
$10,000.00
2016-07-28
$21,229.58
2026-09-23

This Year’s Performance

through 2026-09-23

  YTD YoY
LVHI
×
+13.59% +24.39%

Drawdowns

  Current
Drawdown
Worst
Drawdown
LVHI
×
−1.94%
on 2026-09-23
from 2026-08-25 peak
−32.29%
on 2020-03-16
from 2020-02-20 peak

Rolling Returns

Period ending Wed 2026-09-23 1 yr 2 yr 3 yr 5 yr 10 yr
LVHI
×
+24.39% +40.95%
+18.72%/yr
+65.95%
+18.39%/yr
+78.43%
+12.28%/yr
+111.09%
+7.76%/yr

Annual Returns

Year LVHI
2026 (YTD) +13.59%
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%