| AIQ | |
|---|---|
| Total return | +353.8% |
| Annualised (CAGR) | +19.9% |
| Volatility (annualised) | +23.4% |
| Sharpe (rf = 0) | 0.85 |
| Deepest drawdown | -44.7% |
| Drawdown peak → trough | 2021-11-16 → 2022-10-14 |
Over the 8.3 years to 2026-09-21 the fund returned +353.8% in total (+19.9% a year), with a deepest drawdown of -44.7% from 2021-11-16 to 2022-10-14. Its worst calendar year was 2022 (-36.4%), its best 2023 (+55.4%).
| Year | AIQ |
|---|---|
| 2026 | +30.4% |
| 2025 | +31.9% |
| 2024 | +24.1% |
| 2023 | +55.4% |
| 2022 | -36.4% |
| 2021 | +17.1% |
| 2020 | +52.9% |
| 2019 | +39.9% |
| 2018 | -14.0% |
It does not say AIQ 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 -44.7% 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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