| IGM | |
|---|---|
| Total return | +763.8% |
| Annualised (CAGR) | +24.1% |
| Volatility (annualised) | +21.3% |
| Sharpe (rf = 0) | 1.13 |
| Deepest drawdown | -40.7% |
| Drawdown peak → trough | 2021-11-19 → 2022-11-03 |
Over the 10.0 years to 2026-09-21 the fund returned +763.8% in total (+24.1% a year), with a deepest drawdown of -40.7% from 2021-11-19 to 2022-11-03. Its worst calendar year was 2022 (-35.8%), its best 2023 (+60.7%).
| Year | IGM |
|---|---|
| 2026 | +31.2% |
| 2025 | +26.8% |
| 2024 | +37.0% |
| 2023 | +60.7% |
| 2022 | -35.8% |
| 2021 | +25.7% |
| 2020 | +45.1% |
| 2019 | +41.8% |
| 2018 | +2.3% |
| 2017 | +37.2% |
| 2016 | +1.3% |
It does not say IGM 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 -40.7% 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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