| IAK | |
|---|---|
| Total return | +225.1% |
| Annualised (CAGR) | +12.5% |
| Volatility (annualised) | +17.6% |
| Sharpe (rf = 0) | 0.71 |
| Deepest drawdown | -44.9% |
| Drawdown peak → trough | 2020-02-11 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +225.1% in total (+12.5% a year), with a deepest drawdown of -44.9% from 2020-02-11 to 2020-03-23. Its worst calendar year was 2018 (-11.5%), its best 2024 (+28.3%).
| Year | IAK |
|---|---|
| 2026 | +5.7% |
| 2025 | +9.5% |
| 2024 | +28.3% |
| 2023 | +11.3% |
| 2022 | +11.4% |
| 2021 | +26.8% |
| 2020 | -2.9% |
| 2019 | +26.0% |
| 2018 | -11.5% |
| 2017 | +14.2% |
| 2016 | +12.6% |
It does not say IAK 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 -44.9% 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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