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 +9.74% over the past year and +3.29% YTD, with dividends reinvested. Since Apr. 15, 2025, XV is up +19.91% in real purchasing-power return, or +14.85%/yr, and is currently −0.21% below its real total-return high on Aug. 4, 2026.

Data ending Fri Aug. 7, 2026

Growth of $10,000

Tue 2025-04-15💬 to Fri 2026-08-07 Overall
Return 		Exponential
Trendline
XV × 		+19.91%
+14.85%/yr 		+9.25%/yr
R2=0.716
Simplify Target 15 Distribution ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2025-04-15💬 to Fri 2026-08-07 Start
Value 		End
Value
XV × 		$10,000.00
2025-04-15 		$11,990.72
2026-08-07

This Year’s Performance

through 2026-08-07

  YTD YoY
XV × 		+3.29% +9.74%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
XV × 		−0.21%
on 2026-08-07
from 2026-08-04 peak 		−7.20%
on 2026-03-30
from 2026-01-23 peak

Rolling Returns

Period ending Fri 2026-08-07 1 yr 2 yr 3 yr 5 yr 10 yr
XV × 		+9.74% — — — —

Annual Returns

Year XV
2026 (YTD) +3.29%
2025 +16.08%