| DIVO | |
|---|---|
| Total return | +220.2% |
| Annualised (CAGR) | +12.7% |
| Volatility (annualised) | +12.5% |
| Sharpe (rf = 0) | 1.01 |
| Deepest drawdown | -30.0% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
Over the 9.8 years to 2026-09-21 the fund returned +220.2% in total (+12.7% a year), with a deepest drawdown of -30.0% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2018 (-3.2%), its best 2019 (+24.9%).
| Year | DIVO |
|---|---|
| 2026 | +10.4% |
| 2025 | +17.4% |
| 2024 | +16.2% |
| 2023 | +7.0% |
| 2022 | -1.5% |
| 2021 | +22.9% |
| 2020 | +12.4% |
| 2019 | +24.9% |
| 2018 | -3.2% |
| 2017 | +21.4% |
| 2016 | -0.6% |
It does not say DIVO 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 -30.0% 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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