Performance analysis of LVHI (FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF)
Annual Return
Over the past 3 years, LVHI has had an average annual return of +21.01%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, LVHI has had an average annual return of +15.88%, outperforming the benchmark SPY, which returned +14% annual.
Since Jul 28, 2016, LVHI has had an average annual return of +11.22%, underperforming the benchmark SPY, which returned +15.41% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.91% | +27.10% | +14.80% | +17.45% | +3.82% | +18.18% | -8.73% | +18.33% | -5.28% | +12.26% | +5.46% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.35% | +8.22% | -2.11% | +1.06% | -0.07% | +0.25% | +11.91% | ||||||
| 2025 | +2.49% | +2.56% | +1.31% | -1.02% | +3.47% | -0.17% | +2.46% | +3.97% | +1.17% | +2.02% | +4.23% | +1.89% | +27.10% |
| 2024 | +0.87% | +3.08% | +3.68% | -1.04% | +3.63% | -1.50% | +3.27% | +1.90% | +0.52% | -0.64% | +1.75% | -1.42% | +14.80% |
| 2023 | +5.13% | +0% | +0.81% | +2.82% | -2.67% | +3.01% | +2.87% | -1.97% | +0.59% | -1.32% | +5.09% | +2.19% | +17.45% |
| 2022 | +2.72% | -2.09% | +1.41% | +0.89% | +1.84% | -5.33% | +2.07% | -2.15% | -4.94% | +4.98% | +6.99% | -1.87% | +3.82% |
| 2021 | -0.52% | +2.66% | +7.15% | -0.08% | +2.91% | +0.28% | +1.60% | +1.30% | -2.69% | +1.67% | -2.11% | +5.07% | +18.18% |
| 2020 | -0.47% | -6.45% | -16.53% | +3.24% | +1.85% | +2.83% | -2.45% | +3.82% | -1.21% | -3.24% | +10.24% | +1.76% | -8.73% |
| 2019 | +6.23% | +1.06% | +1.19% | +2.76% | -4.32% | +4.56% | -0.94% | -0.96% | +4.35% | +2.60% | +0.08% | +0.81% | +18.33% |
| 2018 | -0.63% | -3.31% | +0.45% | +1.46% | -1.59% | +0.73% | +3.50% | -1.03% | +1.22% | -3.29% | +0.43% | -3.11% | -5.28% |
| 2017 | +0.78% | +3.24% | +2.31% | +1.19% | +3.25% | -1.92% | -0.51% | +0.62% | +0.72% | +1.26% | +0.67% | +0.14% | +12.26% |
Drawdown analysis of LVHI (FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF)
The maximum drawdown for the LVHI was -32.30%, occurring on Mar 16, 2020. Recovery took 310 trading sessions.
The current LVHI drawdown is -1.39%.
Since Jul 28, 2016 LVHI 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 |
|---|---|---|---|---|---|---|
| -32.30% | Feb 20, 2020 | 17 | Mar 16, 2020 | 310 | Jun 8, 2021 | 327 |
| -11.99% | Mar 25, 2025 | 10 | Apr 8, 2025 | 26 | May 15, 2025 | 36 |
| -11.29% | Jun 7, 2022 | 88 | Oct 12, 2022 | 34 | Nov 30, 2022 | 122 |
| -9.72% | Jan 9, 2018 | 51 | Mar 23, 2018 | 243 | Mar 13, 2019 | 294 |
| -8.11% | Feb 9, 2022 | 17 | Mar 7, 2022 | 30 | Apr 19, 2022 | 47 |
| -6.39% | Jul 22, 2024 | 10 | Aug 5, 2024 | 14 | Aug 23, 2024 | 24 |
| -6.09% | Jul 3, 2019 | 30 | Aug 15, 2019 | 18 | Sep 11, 2019 | 48 |
| -6.07% | Feb 27, 2026 | 15 | Mar 20, 2026 | 42 | May 20, 2026 | 57 |
| -5.65% | Sep 20, 2023 | 23 | Oct 23, 2023 | 19 | Nov 17, 2023 | 42 |
| -5.03% | Mar 6, 2023 | 9 | Mar 17, 2023 | 15 | Apr 10, 2023 | 24 |
| -4.85% | Apr 22, 2019 | 29 | Jun 3, 2019 | 13 | Jun 20, 2019 | 42 |
| -4.51% | Jul 31, 2023 | 16 | Aug 22, 2023 | 16 | Sep 14, 2023 | 32 |
| -4.48% | Aug 16, 2021 | 74 | Nov 30, 2021 | 17 | Dec 23, 2021 | 91 |
| -4.33% | May 4, 2022 | 5 | May 11, 2022 | 11 | May 26, 2022 | 16 |
| -4.02% | May 10, 2017 | 71 | Aug 21, 2017 | 77 | Dec 8, 2017 | 148 |
| -3.81% | Oct 18, 2024 | 42 | Dec 18, 2024 | 24 | Jan 27, 2025 | 66 |
| -3.66% | Sep 8, 2016 | 41 | Nov 4, 2016 | 18 | Dec 1, 2016 | 59 |
| -3.27% | May 9, 2023 | 15 | May 31, 2023 | 22 | Jul 3, 2023 | 37 |
| -3.15% | May 17, 2024 | 19 | Jun 14, 2024 | 17 | Jul 11, 2024 | 36 |
| -2.77% | Jul 3, 2023 | 4 | Jul 10, 2023 | 8 | Jul 20, 2023 | 12 |
| -2.72% | Mar 27, 2024 | 13 | Apr 16, 2024 | 14 | May 6, 2024 | 27 |
| -2.66% | Jan 17, 2020 | 9 | Jan 31, 2020 | 8 | Feb 12, 2020 | 17 |
| -2.54% | Jul 23, 2025 | 7 | Aug 1, 2025 | 5 | Aug 8, 2025 | 12 |
| -2.54% | Nov 12, 2019 | 14 | Dec 3, 2019 | 9 | Dec 16, 2019 | 23 |
| -2.37% | Apr 20, 2022 | 4 | Apr 26, 2022 | 6 | May 4, 2022 | 10 |