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 −17.21% over the past year and −10.05% YTD, with dividends reinvested. Since Sep. 14, 2023, SHLD is up +125.17% in real purchasing-power return, or +30.49%/yr, and is currently −25.05% below its real total-return high on Jan. 16, 2026.

Data ending Fri Oct. 2, 2026

Growth of $10,000

Thu 2023-09-14💬 to Fri 2026-10-02 Overall
Return 		Exponential
Trendline
SHLD × 		+125.17%
+30.49%/yr 		+42.82%/yr
R2=0.886
Global X Defense Tech ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2023-09-14💬 to Fri 2026-10-02 Start
Value 		End
Value
SHLD × 		$10,000.00
2023-09-14 		$22,516.53
2026-10-02

This Year’s Performance

through 2026-10-02

  YTD YoY
SHLD × 		−10.05% −17.21%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SHLD × 		−25.05%
on 2026-10-02
from 2026-01-16 peak 		−27.42%
on 2026-06-25
from 2026-01-16 peak

Rolling Returns

Period ending Fri 2026-10-02 1 yr 2 yr 3 yr 5 yr 10 yr
SHLD × 		−17.21% +50.35%
+22.62%/yr 		+131.96%
+32.38%/yr 		— —

Annual Returns

Year SHLD
2026 (YTD) −10.05%
2025 +69.62%
2024 +31.25%
2023 +12.44%