| DFAC | |
|---|---|
| Total return | +80.8% |
| Annualised (CAGR) | +11.9% |
| Volatility (annualised) | +15.5% |
| Sharpe (rf = 0) | 0.77 |
| Deepest drawdown | -23.1% |
| Drawdown peak → trough | 2022-01-04 → 2022-09-30 |
Over the 5.3 years to 2026-09-21 the fund returned +80.8% in total (+11.9% a year), with a deepest drawdown of -23.1% from 2022-01-04 to 2022-09-30. Its worst calendar year was 2022 (-14.9%), its best 2023 (+22.0%).
| Year | DFAC |
|---|---|
| 2026 | +15.0% |
| 2025 | +15.7% |
| 2024 | +19.6% |
| 2023 | +22.0% |
| 2022 | -14.9% |
| 2021 | +9.5% |
It does not say DFAC 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 -23.1% 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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