| FRDM | |
|---|---|
| Total return | +243.9% |
| Annualised (CAGR) | +18.3% |
| Volatility (annualised) | +22.9% |
| Sharpe (rf = 0) | 0.80 |
| Deepest drawdown | -40.5% |
| Drawdown peak → trough | 2020-01-13 → 2020-03-23 |
Over the 7.3 years to 2026-09-21 the fund returned +243.9% in total (+18.3% a year), with a deepest drawdown of -40.5% from 2020-01-13 to 2020-03-23. Its worst calendar year was 2022 (-14.5%), its best 2025 (+61.3%).
| Year | FRDM |
|---|---|
| 2026 | +43.2% |
| 2025 | +61.3% |
| 2024 | +1.7% |
| 2023 | +22.8% |
| 2022 | -14.5% |
| 2021 | +6.1% |
| 2020 | +16.9% |
| 2019 | +12.3% |
It does not say FRDM 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 -40.5% 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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