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 +8.74% over the past year and +4.01% YTD, with dividends reinvested. Since Apr. 15, 2025, XV is up +20.73% in real purchasing-power return, or +14.76%/yr, and is currently −0.57% below its real total-return high on Aug. 27, 2026.

Data ending Fri Aug. 28, 2026

Growth of $10,000

Tue 2025-04-15💬 to Fri 2026-08-28 Overall
Return 		Exponential
Trendline
XV × 		+20.73%
+14.76%/yr 		+9.51%/yr
R2=0.751
Simplify Target 15 Distribution ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2025-04-15💬 to Fri 2026-08-28 Start
Value 		End
Value
XV × 		$10,000.00
2025-04-15 		$12,073.44
2026-08-28

This Year’s Performance

through 2026-08-28

  YTD YoY
XV × 		+4.01% +8.74%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
XV × 		−0.57%
on 2026-08-28
from 2026-08-27 peak 		−7.20%
on 2026-03-30
from 2026-01-23 peak

Rolling Returns

Period ending Fri 2026-08-28 1 yr 2 yr 3 yr 5 yr 10 yr
XV × 		+8.74% — — — —

Annual Returns

Year XV
2026 (YTD) +4.01%
2025 +16.08%