| IGE | |
|---|---|
| Total return | +154.0% |
| Annualised (CAGR) | +9.8% |
| Volatility (annualised) | +24.7% |
| Sharpe (rf = 0) | 0.40 |
| Deepest drawdown | -60.6% |
| Drawdown peak → trough | 2018-05-21 → 2020-03-18 |
Over the 10.0 years to 2026-09-21 the fund returned +154.0% in total (+9.8% a year), with a deepest drawdown of -60.6% from 2018-05-21 to 2020-03-18. Its worst calendar year was 2018 (-21.6%), its best 2021 (+39.4%).
| Year | IGE |
|---|---|
| 2026 | +27.8% |
| 2025 | +20.4% |
| 2024 | +7.6% |
| 2023 | +3.1% |
| 2022 | +33.3% |
| 2021 | +39.4% |
| 2020 | -19.6% |
| 2019 | +17.1% |
| 2018 | -21.6% |
| 2017 | +0.8% |
| 2016 | +7.5% |
It does not say IGE 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 -60.6% 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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