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 +5.18% over the past year and +2.26% YTD, with dividends reinvested. Since Apr. 15, 2025, XV is up +18.71% in real purchasing-power return, or +12.16%/yr, and is currently −2.20% below its real total-return high on Aug. 27, 2026.

Data ending Tue Oct. 13, 2026

Growth of $10,000

Tue 2025-04-15💬 to Tue 2026-10-13 Overall
Return 		Exponential
Trendline
XV × 		+18.71%
+12.16%/yr 		+9.23%/yr
R2=0.783
Simplify Target 15 Distribution ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2025-04-15💬 to Tue 2026-10-13 Start
Value 		End
Value
XV × 		$10,000.00
2025-04-15 		$11,870.73
2026-10-13

This Year’s Performance

through 2026-10-13

  YTD YoY
XV × 		+2.26% +5.18%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
XV × 		−2.20%
on 2026-10-13
from 2026-08-27 peak 		−7.20%
on 2026-03-30
from 2026-01-23 peak

Rolling Returns

Period ending Tue 2026-10-13 1 yr 2 yr 3 yr 5 yr 10 yr
XV × 		+5.18% — — — —

Annual Returns

Year XV
2026 (YTD) +2.26%
2025 +16.08%