| FITLX | |
|---|---|
| Total return | +287.68% |
| Annualised (CAGR) | +15.51% |
| Volatility (annualised) | +15.97% |
| Sharpe (rf = 0) | 0.97 |
| Deepest drawdown | -34.35% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
| Dividend yield (12m distributions) | 0.97% (as of 2026-10-02) |
Over the 9.4 years to 2026-10-02 the fund returned +287.68% in total (+15.51% a year), with a deepest drawdown of -34.35% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-20.27%), its best 2021 (+31.57%).
| Year | FITLX |
|---|---|
| 2026 | +14.31% |
| 2025 | +18.78% |
| 2024 | +23.60% |
| 2023 | +29.04% |
| 2022 | -20.27% |
| 2021 | +31.57% |
| 2020 | +18.67% |
| 2019 | +31.53% |
| 2018 | -3.28% |
| 2017 | +13.06% |
+287.68% in total, which works out to +15.51% a year over the 9 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2022 — its calendar-year return was -20.27% (net of fees, dividends reinvested). Its best year was 2021 (+31.57%).
-34.35%, from a peak on 2020-02-19 to a trough on 2020-03-23. From that trough it took 151 days (about 5.0 months) to climb back to the earlier peak.
Over the last 12 months it distributed 0.97% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say FITLX 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 -34.35% 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.