| EFG | |
|---|---|
| Total return | +108.5% |
| Annualised (CAGR) | +7.6% |
| Volatility (annualised) | +15.7% |
| Sharpe (rf = 0) | 0.49 |
| Deepest drawdown | -35.8% |
| Drawdown peak → trough | 2021-09-07 → 2022-09-27 |
| Dividend yield (12m distributions) | 2.31% (as of 2026-09-29) |
Over the 10.0 years to 2026-09-29 the fund returned +108.5% in total (+7.6% a year), with a deepest drawdown of -35.8% from 2021-09-07 to 2022-09-27. Its worst calendar year was 2022 (-23.1%), its best 2017 (+28.9%).
| Year | EFG |
|---|---|
| 2026 | +6.6% |
| 2025 | +20.7% |
| 2024 | +1.5% |
| 2023 | +17.6% |
| 2022 | -23.1% |
| 2021 | +11.0% |
| 2020 | +17.8% |
| 2019 | +27.5% |
| 2018 | -12.9% |
| 2017 | +28.9% |
| 2016 | -5.7% |
+108.5% in total, which works out to +7.6% a year over the 10 years to 2026-09-29. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2022 — its calendar-year return was -23.1% (net of fees, dividends reinvested). Its best year was 2017 (+28.9%).
-35.8%, from a peak on 2021-09-07 to a trough on 2022-09-27. From that trough it took 965 days (about 31.7 months) to climb back to the earlier peak.
Over the last 12 months it distributed 2.31% of its share price (as of 2026-09-29). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say EFG 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 -35.8% 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.