| EFIV | |
|---|---|
| Total return | +170.2% |
| Annualised (CAGR) | +17.5% |
| Volatility (annualised) | +15.6% |
| Sharpe (rf = 0) | 1.13 |
| Deepest drawdown | -24.5% |
| Drawdown peak → trough | 2022-01-03 → 2022-09-30 |
Over the 6.2 years to 2026-09-21 the fund returned +170.2% in total (+17.5% a year), with a deepest drawdown of -24.5% from 2022-01-03 to 2022-09-30. Its worst calendar year was 2022 (-17.8%), its best 2021 (+31.7%).
| Year | EFIV |
|---|---|
| 2026 | +13.9% |
| 2025 | +18.5% |
| 2024 | +23.8% |
| 2023 | +27.9% |
| 2022 | -17.8% |
| 2021 | +31.7% |
| 2020 | +16.7% |
It does not say EFIV 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 -24.5% 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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