| EQWL | |
|---|---|
| Total return | +289.2% |
| Annualised (CAGR) | +14.6% |
| Volatility (annualised) | +15.1% |
| Sharpe (rf = 0) | 0.97 |
| Deepest drawdown | -34.3% |
| Drawdown peak → trough | 2020-02-12 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +289.2% in total (+14.6% a year), with a deepest drawdown of -34.3% from 2020-02-12 to 2020-03-23. Its worst calendar year was 2022 (-11.5%), its best 2019 (+29.5%).
| Year | EQWL |
|---|---|
| 2026 | +12.9% |
| 2025 | +17.6% |
| 2024 | +19.1% |
| 2023 | +19.5% |
| 2022 | -11.5% |
| 2021 | +28.3% |
| 2020 | +14.0% |
| 2019 | +29.5% |
| 2018 | -6.3% |
| 2017 | +24.4% |
| 2016 | +5.4% |
It does not say EQWL 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 -34.3% 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.
More in US · Broad: IWY · MGK · OEF · all fund pages