| IHI | |
|---|---|
| Total return | +125.2% |
| Annualised (CAGR) | +8.5% |
| Volatility (annualised) | +17.6% |
| Sharpe (rf = 0) | 0.48 |
| Deepest drawdown | -33.2% |
| Drawdown peak → trough | 2020-01-22 → 2020-03-23 |
| Dividend yield (12m distributions) | 0.51% (as of 2026-09-29) |
Over the 10.0 years to 2026-09-29 the fund returned +125.2% in total (+8.5% a year), with a deepest drawdown of -33.2% from 2020-01-22 to 2020-03-23. Its worst calendar year was 2022 (-19.8%), its best 2019 (+32.7%).
| Year | IHI |
|---|---|
| 2026 | -16.5% |
| 2025 | +6.9% |
| 2024 | +8.6% |
| 2023 | +3.2% |
| 2022 | -19.8% |
| 2021 | +21.0% |
| 2020 | +24.2% |
| 2019 | +32.7% |
| 2018 | +15.5% |
| 2017 | +30.8% |
| 2016 | -6.9% |
+125.2% in total, which works out to +8.5% 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 -19.8% (net of fees, dividends reinvested). Its best year was 2019 (+32.7%).
-33.2%, from a peak on 2020-01-22 to a trough on 2020-03-23. From that trough it took 114 days (about 3.7 months) to climb back to the earlier peak.
Over the last 12 months it distributed 0.51% 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 IHI 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 -33.2% 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.