| FDVV | |
|---|---|
| Total return | +251.2% |
| Annualised (CAGR) | +13.4% |
| Volatility (annualised) | +15.8% |
| Sharpe (rf = 0) | 0.85 |
| Deepest drawdown | -40.2% |
| Drawdown peak → trough | 2020-02-14 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +251.2% in total (+13.4% a year), with a deepest drawdown of -40.2% from 2020-02-14 to 2020-03-23. Its worst calendar year was 2022 (-4.2%), its best 2021 (+29.3%).
| Year | FDVV |
|---|---|
| 2026 | +12.2% |
| 2025 | +17.1% |
| 2024 | +21.8% |
| 2023 | +18.0% |
| 2022 | -4.2% |
| 2021 | +29.3% |
| 2020 | +2.9% |
| 2019 | +24.1% |
| 2018 | -1.2% |
| 2017 | +14.0% |
| 2016 | +4.5% |
It does not say FDVV 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 -40.2% 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 · Dividend: VIG · VYM · CATH · all fund pages