| GARP | |
|---|---|
| Total return | +255.3% |
| Annualised (CAGR) | +20.9% |
| Volatility (annualised) | +20.3% |
| Sharpe (rf = 0) | 1.03 |
| Deepest drawdown | -31.3% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
Over the 6.7 years to 2026-09-21 the fund returned +255.3% in total (+20.9% a year), with a deepest drawdown of -31.3% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-26.7%), its best 2023 (+42.9%).
| Year | GARP |
|---|---|
| 2026 | +25.6% |
| 2025 | +21.5% |
| 2024 | +37.4% |
| 2023 | +42.9% |
| 2022 | -26.7% |
| 2021 | +28.0% |
| 2020 | +26.5% |
It does not say GARP 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 -31.3% 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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