| DUSA | |
|---|---|
| Total return | +217.3% |
| Annualised (CAGR) | +12.7% |
| Volatility (annualised) | +17.7% |
| Sharpe (rf = 0) | 0.71 |
| Deepest drawdown | -36.7% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
Over the 9.7 years to 2026-09-21 the fund returned +217.3% in total (+12.7% a year), with a deepest drawdown of -36.7% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-19.6%), its best 2023 (+34.2%).
| Year | DUSA |
|---|---|
| 2026 | +10.3% |
| 2025 | +22.6% |
| 2024 | +20.4% |
| 2023 | +34.2% |
| 2022 | -19.6% |
| 2021 | +17.7% |
| 2020 | +14.2% |
| 2019 | +30.5% |
| 2018 | -12.0% |
| 2017 | +16.9% |
It does not say DUSA 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 -36.7% 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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