| BBUS | |
|---|---|
| Total return | +207.4% |
| Annualised (CAGR) | +16.1% |
| Volatility (annualised) | +16.7% |
| Sharpe (rf = 0) | 0.97 |
| Deepest drawdown | -35.3% |
| Drawdown peak → trough | 2020-01-16 → 2020-03-23 |
Over the 7.5 years to 2026-09-21 the fund returned +207.4% in total (+16.1% a year), with a deepest drawdown of -35.3% from 2020-01-16 to 2020-03-23. Its worst calendar year was 2022 (-19.5%), its best 2023 (+27.2%).
| Year | BBUS |
|---|---|
| 2026 | +14.2% |
| 2025 | +17.8% |
| 2024 | +24.9% |
| 2023 | +27.2% |
| 2022 | -19.5% |
| 2021 | +27.1% |
| 2020 | +20.6% |
| 2019 | +16.5% |
It does not say BBUS 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 -35.3% 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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