| CEFS | |
|---|---|
| Total return | +180.4% |
| Annualised (CAGR) | +11.8% |
| Volatility (annualised) | +14.4% |
| Sharpe (rf = 0) | 0.82 |
| Deepest drawdown | -39.0% |
| Drawdown peak → trough | 2020-02-20 → 2020-03-23 |
Over the 9.3 years to 2026-09-21 the fund returned +180.4% in total (+11.8% a year), with a deepest drawdown of -39.0% from 2020-02-20 to 2020-03-23. Its worst calendar year was 2018 (-10.0%), its best 2019 (+28.4%).
| Year | CEFS |
|---|---|
| 2026 | +14.3% |
| 2025 | +16.6% |
| 2024 | +23.5% |
| 2023 | +21.0% |
| 2022 | -7.1% |
| 2021 | +17.9% |
| 2020 | +3.3% |
| 2019 | +28.4% |
| 2018 | -10.0% |
| 2017 | +7.6% |
It does not say CEFS 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 -39.0% 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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