| HYZD | |
|---|---|
| Total return | +66.5% |
| Annualised (CAGR) | +5.2% |
| Volatility (annualised) | +7.8% |
| Sharpe (rf = 0) | 0.67 |
| Deepest drawdown | -25.7% |
| Drawdown peak → trough | 2020-02-14 → 2020-03-24 |
Over the 10.0 years to 2026-09-25 the fund returned +66.5% in total (+5.2% a year), with a deepest drawdown of -25.7% from 2020-02-14 to 2020-03-24. Its worst calendar year was 2022 (-2.4%), its best 2023 (+11.2%).
| Year | HYZD |
|---|---|
| 2026 | +3.8% |
| 2025 | +7.7% |
| 2024 | +9.4% |
| 2023 | +11.2% |
| 2022 | -2.4% |
| 2021 | +6.3% |
| 2020 | -0.6% |
| 2019 | +9.2% |
| 2018 | -2.2% |
| 2017 | +6.3% |
| 2016 | +4.6% |
It does not say HYZD 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 -25.7% 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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