| AIRR | |
|---|---|
| Total return | +447.1% |
| Annualised (CAGR) | +18.5% |
| Volatility (annualised) | +24.9% |
| Sharpe (rf = 0) | 0.74 |
| Deepest drawdown | -42.4% |
| Drawdown peak → trough | 2020-02-13 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +447.1% in total (+18.5% a year), with a deepest drawdown of -42.4% from 2020-02-13 to 2020-03-23. Its worst calendar year was 2018 (-20.6%), its best 2019 (+34.0%).
| Year | AIRR |
|---|---|
| 2026 | +8.3% |
| 2025 | +27.9% |
| 2024 | +33.4% |
| 2023 | +31.4% |
| 2022 | -2.1% |
| 2021 | +33.0% |
| 2020 | +17.2% |
| 2019 | +34.0% |
| 2018 | -20.6% |
| 2017 | +16.3% |
| 2016 | +19.2% |
It does not say AIRR 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 -42.4% 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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