| DFUS | |
|---|---|
| Total return | +92.9% |
| Annualised (CAGR) | +13.3% |
| Volatility (annualised) | +15.5% |
| Sharpe (rf = 0) | 0.86 |
| Deepest drawdown | -24.6% |
| Drawdown peak → trough | 2022-01-03 → 2022-09-30 |
Over the 5.3 years to 2026-09-21 the fund returned +92.9% in total (+13.3% a year), with a deepest drawdown of -24.6% from 2022-01-03 to 2022-09-30. Its worst calendar year was 2022 (-18.3%), its best 2023 (+26.4%).
| Year | DFUS |
|---|---|
| 2026 | +14.4% |
| 2025 | +17.5% |
| 2024 | +24.3% |
| 2023 | +26.4% |
| 2022 | -18.3% |
| 2021 | +11.9% |
It does not say DFUS 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 -24.6% 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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