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

Total Real Returns

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

SHLD real return snapshot: after CPI-U inflation, SHLD returned +5.90% over the past year and +1.18% YTD, with dividends reinvested. Since Sep. 14, 2023, SHLD is up +153.27% in real purchasing-power return, or +37.95%/yr, and is currently −15.70% below its real total-return high on Jan. 16, 2026.

Data ending Tue Aug. 4, 2026

Growth of $10,000

Thu 2023-09-14💬 to Tue 2026-08-04 Overall
Return 		Exponential
Trendline
SHLD × 		+153.27%
+37.95%/yr 		+46.81%/yr
R2=0.912
Global X Defense Tech ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2023-09-14💬 to Tue 2026-08-04 Start
Value 		End
Value
SHLD × 		$10,000.00
2023-09-14 		$25,326.98
2026-08-04

This Year’s Performance

through 2026-08-04

  YTD YoY
SHLD × 		+1.18% +5.90%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SHLD × 		−15.70%
on 2026-08-04
from 2026-01-16 peak 		−27.42%
on 2026-06-25
from 2026-01-16 peak

Rolling Returns

Period ending Tue 2026-08-04 1 yr 2 yr 3 yr 5 yr 10 yr
SHLD × 		+5.90% +85.19%
+36.09%/yr 		— — —

Annual Returns

Year SHLD
2026 (YTD) +1.18%
2025 +69.62%
2024 +31.25%
2023 +12.44%