| INDEX | |
|---|---|
| Total return | +237.71% |
| Annualised (CAGR) | +12.94% |
| Volatility (annualised) | +16.56% |
| Sharpe (rf = 0) | 0.78 |
| Deepest drawdown | -38.82% |
| Drawdown peak → trough | 2020-02-12 → 2020-03-23 |
| Dividend yield (12m distributions) | 0.92% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +237.71% in total (+12.94% a year), with a deepest drawdown of -38.82% from 2020-02-12 to 2020-03-23. Its worst calendar year was 2022 (-11.82%), its best 2021 (+29.11%).
| Year | INDEX |
|---|---|
| 2026 | +13.56% |
| 2025 | +17.79% |
| 2024 | +24.73% |
| 2023 | +10.55% |
| 2022 | -11.82% |
| 2021 | +29.11% |
| 2020 | +12.76% |
| 2019 | +28.98% |
| 2018 | -7.82% |
| 2017 | +18.70% |
| 2016 | +1.05% |
+237.71% in total, which works out to +12.94% a year over the 10 years to 2026-10-02. 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 -11.82% (net of fees, dividends reinvested). Its best year was 2021 (+29.11%).
-38.82%, from a peak on 2020-02-12 to a trough on 2020-03-23. From that trough it took 231 days (about 7.6 months) to climb back to the earlier peak.
Over the last 12 months it distributed 0.92% of its share price (as of 2026-10-02). 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 INDEX 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 -38.82% 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.