| BKLC | |
|---|---|
| Total return | +208.8% |
| Annualised (CAGR) | +19.1% |
| Volatility (annualised) | +15.7% |
| Sharpe (rf = 0) | 1.21 |
| Deepest drawdown | -26.1% |
| Drawdown peak → trough | 2021-12-27 → 2022-10-12 |
Over the 6.5 years to 2026-09-21 the fund returned +208.8% in total (+19.1% a year), with a deepest drawdown of -26.1% from 2021-12-27 to 2022-10-12. Its worst calendar year was 2022 (-20.5%), its best 2020 (+37.4%).
| Year | BKLC |
|---|---|
| 2026 | +14.4% |
| 2025 | +18.1% |
| 2024 | +25.6% |
| 2023 | +30.9% |
| 2022 | -20.5% |
| 2021 | +27.4% |
| 2020 | +37.4% |
It does not say BKLC 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 -26.1% 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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