| BALT | |
|---|---|
| Total return | +36.0% |
| Annualised (CAGR) | +6.1% |
| Volatility (annualised) | +2.6% |
| Sharpe (rf = 0) | 2.34 |
| Deepest drawdown | -4.9% |
| Drawdown peak → trough | 2025-02-20 → 2025-04-08 |
Over the 5.2 years to 2026-09-21 the fund returned +36.0% in total (+6.1% a year), with a deepest drawdown of -4.9% from 2025-02-20 to 2025-04-08. Its worst calendar year was 2021 (+0.8%), its best 2024 (+10.0%).
| Year | BALT |
|---|---|
| 2026 | +4.4% |
| 2025 | +6.7% |
| 2024 | +10.0% |
| 2023 | +7.5% |
| 2022 | +2.5% |
| 2021 | +0.8% |
It does not say BALT 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 -4.9% 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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