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

Total Real Returns

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

Thu 2021-05-13? to Tue 2025-07-15 YTD
Return
TRR
Price
SVOL
×
−11.78%
2025-07-15
1.071 TRR
2025-07-15
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Returns

Thu 2021-05-13? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
SVOL
×
+7.12%
+1.66%/yr
+4.85%/yr
(R2=0.359)
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Growth of $10,000

Thu 2021-05-13? to Tue 2025-07-15 Start
Value
End
Value
SVOL
×
$10,000.00
2021-05-13
$10,712.05
2025-07-15
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Annual Returns

Year SVOL
2025 (YTD) −11.78%
2024 +3.79%
2023 +18.85%
2022 −9.16%
2021 +8.37%

Drawdowns

Thu 2021-05-13? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
SVOL
×
−15.31% −33.83%
2025-04-08
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