| ACIO | |
|---|---|
| Total return | +101.7% |
| Annualised (CAGR) | +10.2% |
| Volatility (annualised) | +10.0% |
| Sharpe (rf = 0) | 1.02 |
| Deepest drawdown | -14.2% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
Over the 7.2 years to 2026-09-21 the fund returned +101.7% in total (+10.2% a year), with a deepest drawdown of -14.2% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2022 (-10.3%), its best 2024 (+21.9%).
| Year | ACIO |
|---|---|
| 2026 | +8.9% |
| 2025 | +9.0% |
| 2024 | +21.9% |
| 2023 | +15.9% |
| 2022 | -10.3% |
| 2021 | +18.0% |
| 2020 | +9.9% |
| 2019 | +3.3% |
It does not say ACIO is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -14.2% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.
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