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

Total Real Returns

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

XV real return snapshot: after CPI-U inflation, XV returned +8.48% over the past year and −0.80% YTD, with dividends reinvested. Since Apr. 15, 2025, XV is up +15.15% in real purchasing-power return, or +13.05%/yr, and is currently −2.07% below its real total-return high on Jan. 23, 2026.

Tue 2025-04-15💬 to Tue 2026-06-09 YTD
Return
1 Year
Return
XV
×
−0.80%
2026-06-09
+8.48%
2026-06-09
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Returns

Tue 2025-04-15💬 to Tue 2026-06-09 Overall
Return
Exponential
Trendline
XV
×
+15.15%
+13.05%/yr
+9.81%/yr
(R2=0.664)
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Growth of $10,000

Tue 2025-04-15💬 to Tue 2026-06-09 Start
Value
End
Value
XV
×
$10,000.00
2025-04-15
$11,515.10
2026-06-09
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Annual Returns

Year XV
2026 (YTD) −0.80%
2025 +16.08%

Drawdowns

Tue 2025-04-15💬 to Tue 2026-06-09 Current
Drawdown
Worst
Drawdown
XV
×
−2.07%
from 2026-01-23 peak
−7.20%
2026-03-30
from 2026-01-23 peak
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Rolling Returns

Period ending Tue 2026-06-09 1
Year
2
Years
3
Years
5
Years
10
Years
XV
×
+8.48%
Simplify Target 15 Distribution ETF NYSE Exchange-Traded Fund