| FYLD | |
|---|---|
| Total return | +206.0% |
| Annualised (CAGR) | +11.8% |
| Volatility (annualised) | +16.7% |
| Sharpe (rf = 0) | 0.71 |
| Deepest drawdown | -44.6% |
| Drawdown peak → trough | 2018-01-26 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +206.0% in total (+11.8% a year), with a deepest drawdown of -44.6% from 2018-01-26 to 2020-03-23. Its worst calendar year was 2018 (-14.5%), its best 2025 (+34.5%).
| Year | FYLD |
|---|---|
| 2026 | +26.4% |
| 2025 | +34.5% |
| 2024 | +3.0% |
| 2023 | +13.2% |
| 2022 | -5.5% |
| 2021 | +18.6% |
| 2020 | +4.1% |
| 2019 | +17.8% |
| 2018 | -14.5% |
| 2017 | +29.8% |
| 2016 | +1.2% |
It does not say FYLD 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 -44.6% 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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