| IGSB | |
|---|---|
| Total return | +29.1% |
| Annualised (CAGR) | +2.6% |
| Volatility (annualised) | +2.9% |
| Sharpe (rf = 0) | 0.88 |
| Deepest drawdown | -13.4% |
| Drawdown peak → trough | 2020-03-04 → 2020-03-19 |
| Dividend yield (12m distributions) | 4.69% (as of 2026-09-29) |
Over the 10.0 years to 2026-09-29 the fund returned +29.1% in total (+2.6% a year), with a deepest drawdown of -13.4% from 2020-03-04 to 2020-03-19. Its worst calendar year was 2022 (-5.6%), its best 2019 (+7.1%).
| Year | IGSB |
|---|---|
| 2026 | -0.2% |
| 2025 | +7.0% |
| 2024 | +5.0% |
| 2023 | +6.4% |
| 2022 | -5.6% |
| 2021 | -0.6% |
| 2020 | +5.4% |
| 2019 | +7.1% |
| 2018 | +1.2% |
| 2017 | +1.3% |
| 2016 | -0.3% |
+29.1% in total, which works out to +2.6% 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 -5.6% (net of fees, dividends reinvested). Its best year was 2019 (+7.1%).
-13.4%, from a peak on 2020-03-04 to a trough on 2020-03-19. From that trough it took 70 days (about 2.3 months) to climb back to the earlier peak.
Over the last 12 months it distributed 4.69% 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 IGSB 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 -13.4% 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.