| IBB | |
|---|---|
| Total return | +127.2% |
| Annualised (CAGR) | +8.6% |
| Volatility (annualised) | +19.7% |
| Sharpe (rf = 0) | 0.43 |
| Deepest drawdown | -39.8% |
| Drawdown peak → trough | 2021-08-09 → 2022-06-16 |
| Dividend yield (12m distributions) | 0.16% (as of 2026-09-29) |
Over the 10.0 years to 2026-09-29 the fund returned +127.2% in total (+8.6% a year), with a deepest drawdown of -39.8% from 2021-08-09 to 2022-06-16. Its worst calendar year was 2022 (-13.7%), its best 2025 (+28.0%).
| Year | IBB |
|---|---|
| 2026 | +25.2% |
| 2025 | +28.0% |
| 2024 | -2.4% |
| 2023 | +3.8% |
| 2022 | -13.7% |
| 2021 | +1.0% |
| 2020 | +26.0% |
| 2019 | +25.4% |
| 2018 | -9.5% |
| 2017 | +21.1% |
| 2016 | -7.1% |
+127.2% in total, which works out to +8.6% a year over the 10 years to 2026-09-29. 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.
2022 — its calendar-year return was -13.7% (net of fees, dividends reinvested). Its best year was 2025 (+28.0%).
-39.8%, from a peak on 2021-08-09 to a trough on 2022-06-16. From that trough it took 1301 days (about 42.7 months) to climb back to the earlier peak.
Over the last 12 months it distributed 0.16% of its share price (as of 2026-09-29). 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 IBB 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 -39.8% 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.