| IEUR | |
|---|---|
| Total return | +147.3% |
| Annualised (CAGR) | +9.5% |
| Volatility (annualised) | +16.7% |
| Sharpe (rf = 0) | 0.57 |
| Deepest drawdown | -37.0% |
| Drawdown peak → trough | 2018-01-26 → 2020-03-23 |
| Dividend yield (12m distributions) | 3.21% (as of 2026-09-29) |
Over the 10.0 years to 2026-09-29 the fund returned +147.3% in total (+9.5% a year), with a deepest drawdown of -37.0% from 2018-01-26 to 2020-03-23. Its worst calendar year was 2022 (-15.9%), its best 2025 (+35.7%).
| Year | IEUR |
|---|---|
| 2026 | +7.3% |
| 2025 | +35.7% |
| 2024 | +1.4% |
| 2023 | +19.7% |
| 2022 | -15.9% |
| 2021 | +16.7% |
| 2020 | +5.3% |
| 2019 | +24.9% |
| 2018 | -14.8% |
| 2017 | +26.7% |
| 2016 | +0.3% |
+147.3% in total, which works out to +9.5% 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 -15.9% (net of fees, dividends reinvested). Its best year was 2025 (+35.7%).
-37.0%, from a peak on 2018-01-26 to a trough on 2020-03-23. From that trough it took 246 days (about 8.1 months) to climb back to the earlier peak.
Over the last 12 months it distributed 3.21% 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 IEUR 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 -37.0% 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.