| FNDX | |
|---|---|
| Total return | +284.6% |
| Annualised (CAGR) | +14.4% |
| Volatility (annualised) | +15.8% |
| Sharpe (rf = 0) | 0.91 |
| Deepest drawdown | -37.7% |
| Drawdown peak → trough | 2020-02-12 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +284.6% in total (+14.4% a year), with a deepest drawdown of -37.7% from 2020-02-12 to 2020-03-23. Its worst calendar year was 2018 (-7.3%), its best 2021 (+31.7%).
| Year | FNDX |
|---|---|
| 2026 | +19.6% |
| 2025 | +16.9% |
| 2024 | +16.8% |
| 2023 | +18.2% |
| 2022 | -6.9% |
| 2021 | +31.7% |
| 2020 | +9.1% |
| 2019 | +28.6% |
| 2018 | -7.3% |
| 2017 | +17.1% |
| 2016 | +6.6% |
It does not say FNDX 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 -37.7% 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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