| FIVA | |
|---|---|
| Total return | +107.7% |
| Annualised (CAGR) | +8.8% |
| Volatility (annualised) | +16.8% |
| Sharpe (rf = 0) | 0.52 |
| Deepest drawdown | -39.7% |
| Drawdown peak → trough | 2018-01-23 → 2020-03-23 |
Over the 8.7 years to 2026-09-21 the fund returned +107.7% in total (+8.8% a year), with a deepest drawdown of -39.7% from 2018-01-23 to 2020-03-23. Its worst calendar year was 2018 (-19.2%), its best 2025 (+45.9%).
| Year | FIVA |
|---|---|
| 2026 | +16.7% |
| 2025 | +45.9% |
| 2024 | +2.5% |
| 2023 | +20.4% |
| 2022 | -10.4% |
| 2021 | +16.0% |
| 2020 | -1.7% |
| 2019 | +19.8% |
| 2018 | -19.2% |
It does not say FIVA 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 -39.7% 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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