| EPU | |
|---|---|
| Total return | +272.9% |
| Annualised (CAGR) | +14.1% |
| Volatility (annualised) | +24.0% |
| Sharpe (rf = 0) | 0.59 |
| Deepest drawdown | -51.0% |
| Drawdown peak → trough | 2018-04-19 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +272.9% in total (+14.1% a year), with a deepest drawdown of -51.0% from 2018-04-19 to 2020-03-23. Its worst calendar year was 2018 (-12.2%), its best 2025 (+86.8%).
| Year | EPU |
|---|---|
| 2026 | +28.0% |
| 2025 | +86.8% |
| 2024 | +21.8% |
| 2023 | +25.3% |
| 2022 | +2.1% |
| 2021 | -11.8% |
| 2020 | -4.3% |
| 2019 | +7.3% |
| 2018 | -12.2% |
| 2017 | +29.7% |
| 2016 | -3.1% |
It does not say EPU 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 -51.0% 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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