| FDL | |
|---|---|
| Total return | +182.2% |
| Annualised (CAGR) | +10.9% |
| Volatility (annualised) | +15.9% |
| Sharpe (rf = 0) | 0.69 |
| Deepest drawdown | -41.4% |
| Drawdown peak → trough | 2020-01-02 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +182.2% in total (+10.9% a year), with a deepest drawdown of -41.4% from 2020-01-02 to 2020-03-23. Its worst calendar year was 2018 (-6.0%), its best 2021 (+26.1%).
| Year | FDL |
|---|---|
| 2026 | +16.8% |
| 2025 | +14.8% |
| 2024 | +18.0% |
| 2023 | +2.9% |
| 2022 | +6.7% |
| 2021 | +26.1% |
| 2020 | -4.4% |
| 2019 | +24.4% |
| 2018 | -6.0% |
| 2017 | +12.0% |
| 2016 | +2.9% |
It does not say FDL 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 -41.4% 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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