| DFNL | |
|---|---|
| Total return | +204.1% |
| Annualised (CAGR) | +12.2% |
| Volatility (annualised) | +19.7% |
| Sharpe (rf = 0) | 0.62 |
| Deepest drawdown | -44.5% |
| Drawdown peak → trough | 2020-01-02 → 2020-03-23 |
Over the 9.7 years to 2026-09-21 the fund returned +204.1% in total (+12.2% a year), with a deepest drawdown of -44.5% from 2020-01-02 to 2020-03-23. Its worst calendar year was 2018 (-11.7%), its best 2021 (+31.2%).
| Year | DFNL |
|---|---|
| 2026 | +3.8% |
| 2025 | +28.6% |
| 2024 | +28.6% |
| 2023 | +14.4% |
| 2022 | -8.4% |
| 2021 | +31.2% |
| 2020 | -5.0% |
| 2019 | +27.4% |
| 2018 | -11.7% |
| 2017 | +20.5% |
It does not say DFNL 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 -44.5% 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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