| IENYX | |
|---|---|
| Total return | +105.53% |
| Annualised (CAGR) | +7.47% |
| Volatility (annualised) | +30.14% |
| Sharpe (rf = 0) | 0.25 |
| Deepest drawdown | -73.15% |
| Drawdown peak → trough | 2016-12-13 → 2020-03-18 |
| Dividend yield (12m distributions) | 1.77% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +105.53% in total (+7.47% a year), with a deepest drawdown of -73.15% from 2016-12-13 to 2020-03-18. Its worst calendar year was 2020 (-31.99%), its best 2021 (+56.34%).
| Year | IENYX |
|---|---|
| 2026 | +39.66% |
| 2025 | +12.65% |
| 2024 | +6.33% |
| 2023 | +0.57% |
| 2022 | +53.23% |
| 2021 | +56.34% |
| 2020 | -31.99% |
| 2019 | +5.04% |
| 2018 | -26.60% |
| 2017 | -8.06% |
| 2016 | +5.78% |
+105.53% in total, which works out to +7.47% 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.
2020 — its calendar-year return was -31.99% (net of fees, dividends reinvested). Its best year was 2021 (+56.34%).
-73.15%, from a peak on 2016-12-13 to a trough on 2020-03-18. From that trough it took 737 days (about 24.2 months) to climb back to the earlier peak.
Over the last 12 months it distributed 1.77% 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 IENYX 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 -73.15% 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.