| IDV | |
|---|---|
| Total return | +162.6% |
| Annualised (CAGR) | +10.1% |
| Volatility (annualised) | +16.8% |
| Sharpe (rf = 0) | 0.60 |
| Deepest drawdown | -42.5% |
| Drawdown peak → trough | 2020-02-12 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +162.6% in total (+10.1% a year), with a deepest drawdown of -42.5% from 2020-02-12 to 2020-03-23. Its worst calendar year was 2018 (-10.3%), its best 2025 (+52.1%).
| Year | IDV |
|---|---|
| 2026 | +14.7% |
| 2025 | +52.1% |
| 2024 | +4.1% |
| 2023 | +10.4% |
| 2022 | -6.3% |
| 2021 | +12.0% |
| 2020 | -6.1% |
| 2019 | +23.6% |
| 2018 | -10.3% |
| 2017 | +19.8% |
| 2016 | +0.2% |
It does not say IDV 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 -42.5% 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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