| IEO | |
|---|---|
| Total return | +190.8% |
| Annualised (CAGR) | +11.3% |
| Volatility (annualised) | +35.9% |
| Sharpe (rf = 0) | 0.31 |
| Deepest drawdown | -75.0% |
| Drawdown peak → trough | 2018-10-03 → 2020-03-18 |
Over the 10.0 years to 2026-09-21 the fund returned +190.8% in total (+11.3% a year), with a deepest drawdown of -75.0% from 2018-10-03 to 2020-03-18. Its worst calendar year was 2020 (-32.7%), its best 2021 (+75.6%).
| Year | IEO |
|---|---|
| 2026 | +53.4% |
| 2025 | +2.2% |
| 2024 | -1.4% |
| 2023 | +3.6% |
| 2022 | +57.9% |
| 2021 | +75.6% |
| 2020 | -32.7% |
| 2019 | +9.6% |
| 2018 | -19.4% |
| 2017 | +0.3% |
| 2016 | +10.0% |
It does not say IEO 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 -75.0% 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.
More in US · Sectors: COPX · AIRR · AMLP · all fund pages