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 +3.97% over the past year and −1.00% YTD, with dividends reinvested. Since Sep. 14, 2023, SHLD is up +147.80% in real purchasing-power return, or +36.11%/yr, and is currently −17.52% below its real total-return high on Jan. 16, 2026.

Data ending Mon Aug. 24, 2026

Growth of $10,000

Thu 2023-09-14💬 to Mon 2026-08-24 Overall
Return 		Exponential
Trendline
SHLD × 		+147.80%
+36.11%/yr 		+45.80%/yr
R2=0.909
Global X Defense Tech ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2023-09-14💬 to Mon 2026-08-24 Start
Value 		End
Value
SHLD × 		$10,000.00
2023-09-14 		$24,780.08
2026-08-24

This Year’s Performance

through 2026-08-24

  YTD YoY
SHLD × 		−1.00% +3.97%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SHLD × 		−17.52%
on 2026-08-24
from 2026-01-16 peak 		−27.42%
on 2026-06-25
from 2026-01-16 peak

Rolling Returns

Period ending Mon 2026-08-24 1 yr 2 yr 3 yr 5 yr 10 yr
SHLD × 		+3.97% +71.74%
+31.05%/yr 		— — —

Annual Returns

Year SHLD
2026 (YTD) −1.00%
2025 +69.62%
2024 +31.25%
2023 +12.44%