| HDEF | |
|---|---|
| Total return | +130.6% |
| Annualised (CAGR) | +8.7% |
| Volatility (annualised) | +14.6% |
| Sharpe (rf = 0) | 0.60 |
| Deepest drawdown | -36.4% |
| Drawdown peak → trough | 2020-01-02 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +130.6% in total (+8.7% a year), with a deepest drawdown of -36.4% from 2020-01-02 to 2020-03-23. Its worst calendar year was 2018 (-13.7%), its best 2025 (+33.0%).
| Year | HDEF |
|---|---|
| 2026 | +10.1% |
| 2025 | +33.0% |
| 2024 | +2.9% |
| 2023 | +18.6% |
| 2022 | -2.6% |
| 2021 | +7.0% |
| 2020 | -1.8% |
| 2019 | +25.0% |
| 2018 | -13.7% |
| 2017 | +9.9% |
| 2016 | +6.5% |
It does not say HDEF 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 -36.4% 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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