| ILCV | |
|---|---|
| Total return | +211.2% |
| Annualised (CAGR) | +12.0% |
| Volatility (annualised) | +14.7% |
| Sharpe (rf = 0) | 0.82 |
| Deepest drawdown | -35.5% |
| Drawdown peak → trough | 2020-01-02 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +211.2% in total (+12.0% a year), with a deepest drawdown of -35.5% from 2020-01-02 to 2020-03-23. Its worst calendar year was 2022 (-7.0%), its best 2021 (+26.7%).
| Year | ILCV |
|---|---|
| 2026 | +14.8% |
| 2025 | +18.8% |
| 2024 | +17.0% |
| 2023 | +14.5% |
| 2022 | -7.0% |
| 2021 | +26.7% |
| 2020 | -0.8% |
| 2019 | +25.2% |
| 2018 | -6.2% |
| 2017 | +15.0% |
| 2016 | +7.9% |
It does not say ILCV 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 -35.5% 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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