| HEGD | |
|---|---|
| Total return | +68.3% |
| Annualised (CAGR) | +9.5% |
| Volatility (annualised) | +8.6% |
| Sharpe (rf = 0) | 1.11 |
| Deepest drawdown | -14.6% |
| Drawdown peak → trough | 2021-12-29 → 2022-10-12 |
Over the 5.7 years to 2026-09-21 the fund returned +68.3% in total (+9.5% a year), with a deepest drawdown of -14.6% from 2021-12-29 to 2022-10-12. Its worst calendar year was 2022 (-11.3%), its best 2021 (+17.3%).
| Year | HEGD |
|---|---|
| 2026 | +7.8% |
| 2025 | +12.9% |
| 2024 | +15.2% |
| 2023 | +14.2% |
| 2022 | -11.3% |
| 2021 | +17.3% |
| 2020 | +1.0% |
It does not say HEGD 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 -14.6% 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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