| IHE | |
|---|---|
| Total return | +131.8% |
| Annualised (CAGR) | +8.8% |
| Volatility (annualised) | +15.5% |
| Sharpe (rf = 0) | 0.57 |
| Deepest drawdown | -29.6% |
| Drawdown peak → trough | 2018-08-31 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +131.8% in total (+8.8% a year), with a deepest drawdown of -29.6% from 2018-08-31 to 2020-03-23. Its worst calendar year was 2016 (-7.8%), its best 2025 (+31.7%).
| Year | IHE |
|---|---|
| 2026 | +21.3% |
| 2025 | +31.7% |
| 2024 | +8.1% |
| 2023 | +1.1% |
| 2022 | -4.9% |
| 2021 | +13.1% |
| 2020 | +13.7% |
| 2019 | +15.5% |
| 2018 | -7.8% |
| 2017 | +10.7% |
| 2016 | -7.8% |
It does not say IHE 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 -29.6% 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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