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 +8.50% over the past year and +1.46% YTD, with dividends reinvested. Since Apr. 15, 2025, XV is up +17.78% in real purchasing-power return, or +13.85%/yr, and is currently −0.94% below its real total-return high on Jul. 14, 2026.

Data ending Mon Jul. 20, 2026

Growth of $10,000

Tue 2025-04-15💬 to Mon 2026-07-20 Overall
Return 		Exponential
Trendline
XV × 		+17.78%
+13.85%/yr 		+9.40%/yr
R2=0.698
Simplify Target 15 Distribution ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2025-04-15💬 to Mon 2026-07-20 Start
Value 		End
Value
XV × 		$10,000.00
2025-04-15 		$11,778.25
2026-07-20

This Year’s Performance

through 2026-07-20

  YTD YoY
XV × 		+1.46% +8.50%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
XV × 		−0.94%
on 2026-07-20
from 2026-07-14 peak 		−7.20%
on 2026-03-30
from 2026-01-23 peak

Rolling Returns

Period ending Mon 2026-07-20 1 yr 2 yr 3 yr 5 yr 10 yr
XV × 		+8.50% — — — —

Annual Returns

Year XV
2026 (YTD) +1.46%
2025 +16.08%