All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
XV real return snapshot: after CPI-U inflation, XV returned +8.35% over the past year and +1.38% YTD, with dividends reinvested. Since Apr. 15, 2025, XV is up +17.68% in real purchasing-power return, or +14.44%/yr, and is currently at its real total-return high.
Data ending Tue Jun. 30, 2026
| Tue 2025-04-15💬 to Tue 2026-06-30 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| XV × |
+1.38%
2026-06-30 |
+8.35%
2026-06-30 |
||||
| Simplify Target 15 Distribution ETF Exchange-Traded Fund | ||||||
| Tue 2025-04-15💬 to Tue 2026-06-30 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| XV × |
+17.68%
+14.44%/yr |
+9.33%/yr
(R2=0.665) |
||||
| Simplify Target 15 Distribution ETF Exchange-Traded Fund | ||||||
| Tue 2025-04-15💬 to Tue 2026-06-30 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| XV × |
$10,000.00
2025-04-15 |
$11,768.44
2026-06-30 |
||||
| Simplify Target 15 Distribution ETF Exchange-Traded Fund | ||||||
| Year | XV |
|---|---|
| 2026 (YTD) | +1.38% |
| 2025 | +16.08% |
| Tue 2025-04-15💬 to Tue 2026-06-30 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| XV × | — |
−7.20%
2026-03-30 from 2026-01-23 peak |
||||
| Simplify Target 15 Distribution ETF Exchange-Traded Fund | ||||||
| Period ending Tue 2026-06-30 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| XV × | +8.35% | — | — | — | — | |
| Simplify Target 15 Distribution ETF Exchange-Traded Fund | ||||||
