| HNDDX | |
|---|---|
| Total return | +145.80% |
| Annualised (CAGR) | +9.67% |
| Volatility (annualised) | +14.24% |
| Sharpe (rf = 0) | 0.68 |
| Deepest drawdown | -36.28% |
| Drawdown peak → trough | 2020-01-02 → 2020-03-23 |
| Dividend yield (12m distributions) | 6.58% (as of 2026-10-02) |
Over the 9.7 years to 2026-10-02 the fund returned +145.80% in total (+9.67% a year), with a deepest drawdown of -36.28% from 2020-01-02 to 2020-03-23. Its worst calendar year was 2018 (-8.39%), its best 2017 (+22.95%).
| Year | HNDDX |
|---|---|
| 2026 | +11.71% |
| 2025 | +18.89% |
| 2024 | +21.70% |
| 2023 | +6.24% |
| 2022 | -6.90% |
| 2021 | +20.36% |
| 2020 | -3.23% |
| 2019 | +17.20% |
| 2018 | -8.39% |
| 2017 | +22.95% |
+145.80% in total, which works out to +9.67% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2018 — its calendar-year return was -8.39% (net of fees, dividends reinvested). Its best year was 2017 (+22.95%).
-36.28%, from a peak on 2020-01-02 to a trough on 2020-03-23. From that trough it took 330 days (about 10.8 months) to climb back to the earlier peak.
Over the last 12 months it distributed 6.58% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say HNDDX 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 -36.28% 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.