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 −7.98% over the past year and −7.60% YTD, with dividends reinvested. Since Sep. 14, 2023, SHLD is up +131.29% in real purchasing-power return, or +32.34%/yr, and is currently −23.01% below its real total-return high on Jan. 16, 2026.

Data ending Fri Sep. 11, 2026

Growth of $10,000

Thu 2023-09-14💬 to Fri 2026-09-11 Overall
Return 		Exponential
Trendline
SHLD × 		+131.29%
+32.34%/yr 		+44.48%/yr
R2=0.900
Global X Defense Tech ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2023-09-14💬 to Fri 2026-09-11 Start
Value 		End
Value
SHLD × 		$10,000.00
2023-09-14 		$23,129.16
2026-09-11

This Year’s Performance

through 2026-09-11

  YTD YoY
SHLD × 		−7.60% −7.98%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SHLD × 		−23.01%
on 2026-09-11
from 2026-01-16 peak 		−27.42%
on 2026-06-25
from 2026-01-16 peak

Rolling Returns

Period ending Fri 2026-09-11 1 yr 2 yr 3 yr 5 yr 10 yr
SHLD × 		−7.98% +61.88%
+27.23%/yr 		— — —

Annual Returns

Year SHLD
2026 (YTD) −7.60%
2025 +69.62%
2024 +31.25%
2023 +12.44%