| IGIB | |
|---|---|
| Total return | +27.9% |
| Annualised (CAGR) | +2.5% |
| Volatility (annualised) | +6.8% |
| Sharpe (rf = 0) | 0.37 |
| Deepest drawdown | -20.6% |
| Drawdown peak → trough | 2021-08-03 → 2022-10-20 |
| Dividend yield (12m distributions) | 5.12% (as of 2026-09-29) |
Over the 10.0 years to 2026-09-29 the fund returned +27.9% in total (+2.5% a year), with a deepest drawdown of -20.6% from 2021-08-03 to 2022-10-20. Its worst calendar year was 2022 (-14.0%), its best 2019 (+14.6%).
| Year | IGIB |
|---|---|
| 2026 | -3.3% |
| 2025 | +9.6% |
| 2024 | +3.5% |
| 2023 | +9.2% |
| 2022 | -14.0% |
| 2021 | -1.7% |
| 2020 | +9.6% |
| 2019 | +14.6% |
| 2018 | -0.7% |
| 2017 | +3.5% |
| 2016 | -2.2% |
+27.9% in total, which works out to +2.5% 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 -14.0% (net of fees, dividends reinvested). Its best year was 2019 (+14.6%).
-20.6%, from a peak on 2021-08-03 to a trough on 2022-10-20. From that trough it took 980 days (about 32.2 months) to climb back to the earlier peak.
Over the last 12 months it distributed 5.12% 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 IGIB 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 -20.6% 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.