Performance analysis of LVHD (FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF)
Annual Return
Over the past 3 years, LVHD has had an average annual return of +9.44%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, LVHD has had an average annual return of +7.58%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, LVHD has had an average annual return of +8.02%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Dec 29, 2015, LVHD has had an average annual return of +9.07%, underperforming the benchmark SPY, which returned +14.76% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.85% | +7.50% | +10.16% | -0.96% | -1.81% | +26.89% | -1.29% | +22.91% | -5.63% | +14.25% | +17.89% | -1.55% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.51% | +6.20% | -4.58% | +2.31% | -1.83% | +3.73% | +1.31% | +12.85% | |||||
| 2025 | +1.54% | +5.13% | +0.22% | -3.00% | +0.78% | +0.15% | +1.55% | +2.58% | +0.36% | -2.73% | +2.58% | -1.61% | +7.50% |
| 2024 | -2.75% | +0.09% | +4.54% | -2.69% | +2.14% | -1.09% | +7.47% | +4.71% | +2.01% | -1.92% | +4.23% | -6.16% | +10.16% |
| 2023 | +2.02% | -4.80% | +1.03% | +0.88% | -5.26% | +3.71% | +4.17% | -5.07% | -5.65% | -1.92% | +6.52% | +4.46% | -0.96% |
| 2022 | -1.88% | -2.10% | +3.40% | -2.21% | +2.77% | -4.92% | +3.87% | -2.82% | -9.47% | +8.37% | +6.28% | -1.72% | -1.81% |
| 2021 | -0.82% | +0.90% | +7.92% | +3.96% | +2.05% | -0.96% | +2.41% | +1.96% | -4.89% | +3.72% | -0.84% | +9.46% | +26.89% |
| 2020 | -0.72% | -9.87% | -15.42% | +9.40% | +3.12% | +0.05% | +3.02% | +2.26% | -1.37% | -0.74% | +10.42% | +1.46% | -1.29% |
| 2019 | +7.29% | +2.09% | +2.06% | +1.69% | -4.21% | +4.72% | +0.31% | +0.86% | +3.48% | +0.60% | -0.07% | +2.41% | +22.91% |
| 2018 | -0.04% | -5.01% | -0.45% | -0.98% | +1.10% | +1.86% | +2.14% | +1.95% | -0.57% | -1.38% | +3.87% | -7.67% | -5.63% |
| 2017 | +1.54% | +3.48% | -0.07% | +0.60% | +1.08% | +0.04% | +0.64% | +0.16% | +0.98% | +1.23% | +3.49% | +0.30% | +14.25% |
Drawdown analysis of LVHD (FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF)
The maximum drawdown for the LVHD was -37.32%, occurring on Mar 23, 2020. Recovery took 241 trading sessions.
The current LVHD drawdown is -1.55%.
Since Dec 29, 2015 LVHD has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.32% | Jan 23, 2020 | 41 | Mar 23, 2020 | 241 | Mar 8, 2021 | 282 |
| -16.74% | Apr 20, 2022 | 121 | Oct 12, 2022 | 448 | Jul 26, 2024 | 569 |
| -11.59% | Dec 3, 2018 | 14 | Dec 24, 2018 | 36 | Feb 15, 2019 | 50 |
| -9.41% | Jan 26, 2018 | 39 | Mar 23, 2018 | 120 | Sep 13, 2018 | 159 |
| -8.90% | Mar 3, 2025 | 26 | Apr 8, 2025 | 71 | Jul 22, 2025 | 97 |
| -8.40% | Nov 29, 2024 | 27 | Jan 10, 2025 | 33 | Feb 28, 2025 | 60 |
| -7.16% | Dec 29, 2015 | 15 | Jan 21, 2016 | 21 | Feb 22, 2016 | 36 |
| -6.64% | Jan 14, 2022 | 27 | Feb 24, 2022 | 29 | Apr 6, 2022 | 56 |
| -6.30% | Jul 22, 2016 | 73 | Nov 3, 2016 | 25 | Dec 9, 2016 | 98 |
| -6.17% | Mar 2, 2026 | 14 | Mar 20, 2026 | 67 | Jun 26, 2026 | 81 |
| -5.91% | Aug 17, 2021 | 31 | Sep 30, 2021 | 32 | Nov 15, 2021 | 63 |
| -4.93% | Sep 13, 2018 | 31 | Oct 26, 2018 | 24 | Nov 30, 2018 | 55 |
| -4.21% | Apr 30, 2019 | 22 | May 31, 2019 | 10 | Jun 14, 2019 | 32 |
| -4.19% | Aug 22, 2025 | 53 | Nov 6, 2025 | 46 | Jan 14, 2026 | 99 |
| -3.97% | Oct 18, 2024 | 10 | Nov 1, 2024 | 16 | Nov 25, 2024 | 26 |
| -3.88% | Nov 15, 2021 | 11 | Dec 1, 2021 | 4 | Dec 7, 2021 | 15 |
| -3.79% | Jul 3, 2019 | 22 | Aug 5, 2019 | 21 | Sep 4, 2019 | 43 |
| -3.56% | Jun 10, 2021 | 6 | Jun 18, 2021 | 26 | Jul 27, 2021 | 32 |
| -3.17% | Jun 19, 2017 | 15 | Jul 11, 2017 | 47 | Sep 15, 2017 | 62 |
| -2.93% | May 12, 2016 | 4 | May 18, 2016 | 10 | Jun 2, 2016 | 14 |
| -2.85% | May 10, 2021 | 2 | May 12, 2021 | 15 | Jun 3, 2021 | 17 |
| -2.61% | Jun 23, 2016 | 2 | Jun 27, 2016 | 3 | Jun 30, 2016 | 5 |
| -2.50% | Sep 30, 2019 | 2 | Oct 2, 2019 | 13 | Oct 21, 2019 | 15 |
| -2.22% | Jun 20, 2019 | 4 | Jun 26, 2019 | 5 | Jul 3, 2019 | 9 |
| -2.16% | Apr 19, 2016 | 2 | Apr 21, 2016 | 13 | May 10, 2016 | 15 |