| BUFR | |
|---|---|
| Total return | +88.7% |
| Annualised (CAGR) | +11.0% |
| Volatility (annualised) | +9.3% |
| Sharpe (rf = 0) | 1.18 |
| Deepest drawdown | -13.7% |
| Drawdown peak → trough | 2022-01-03 → 2022-10-12 |
Over the 6.1 years to 2026-09-21 the fund returned +88.7% in total (+11.0% a year), with a deepest drawdown of -13.7% from 2022-01-03 to 2022-10-12. Its worst calendar year was 2022 (-7.6%), its best 2023 (+19.6%).
| Year | BUFR |
|---|---|
| 2026 | +10.0% |
| 2025 | +12.4% |
| 2024 | +14.7% |
| 2023 | +19.6% |
| 2022 | -7.6% |
| 2021 | +11.9% |
| 2020 | +7.6% |
It does not say BUFR 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 -13.7% 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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