| BUFD | |
|---|---|
| Total return | +51.6% |
| Annualised (CAGR) | +7.6% |
| Volatility (annualised) | +6.5% |
| Sharpe (rf = 0) | 1.17 |
| Deepest drawdown | -10.8% |
| Drawdown peak → trough | 2022-03-29 → 2022-10-12 |
Over the 5.7 years to 2026-09-21 the fund returned +51.6% in total (+7.6% a year), with a deepest drawdown of -10.8% from 2022-03-29 to 2022-10-12. Its worst calendar year was 2022 (-7.7%), its best 2023 (+15.4%).
| Year | BUFD |
|---|---|
| 2026 | +8.0% |
| 2025 | +10.7% |
| 2024 | +12.4% |
| 2023 | +15.4% |
| 2022 | -7.7% |
| 2021 | +6.0% |
It does not say BUFD 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 -10.8% 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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