| AUSF | |
|---|---|
| Total return | +154.4% |
| Annualised (CAGR) | +12.3% |
| Volatility (annualised) | +17.2% |
| Sharpe (rf = 0) | 0.71 |
| Deepest drawdown | -44.2% |
| Drawdown peak → trough | 2020-02-13 → 2020-03-23 |
Over the 8.1 years to 2026-09-21 the fund returned +154.4% in total (+12.3% a year), with a deepest drawdown of -44.2% from 2020-02-13 to 2020-03-23. Its worst calendar year was 2018 (-10.8%), its best 2021 (+27.5%).
| Year | AUSF |
|---|---|
| 2026 | +10.6% |
| 2025 | +13.7% |
| 2024 | +16.1% |
| 2023 | +22.2% |
| 2022 | -0.2% |
| 2021 | +27.5% |
| 2020 | +1.3% |
| 2019 | +24.1% |
| 2018 | -10.8% |
It does not say AUSF 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 -44.2% 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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