| GVAL | |
|---|---|
| Total return | +190.3% |
| Annualised (CAGR) | +11.2% |
| Volatility (annualised) | +19.0% |
| Sharpe (rf = 0) | 0.59 |
| Deepest drawdown | -46.8% |
| Drawdown peak → trough | 2018-01-26 → 2020-03-18 |
Over the 10.0 years to 2026-09-21 the fund returned +190.3% in total (+11.2% a year), with a deepest drawdown of -46.8% from 2018-01-26 to 2020-03-18. Its worst calendar year was 2018 (-14.3%), its best 2025 (+55.9%).
| Year | GVAL |
|---|---|
| 2026 | +26.0% |
| 2025 | +55.9% |
| 2024 | +2.6% |
| 2023 | +13.3% |
| 2022 | -7.9% |
| 2021 | +10.7% |
| 2020 | -8.5% |
| 2019 | +17.2% |
| 2018 | -14.3% |
| 2017 | +29.5% |
| 2016 | +4.8% |
It does not say GVAL 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 -46.8% 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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