| INFL | |
|---|---|
| Total return | +127.1% |
| Annualised (CAGR) | +15.5% |
| Volatility (annualised) | +17.2% |
| Sharpe (rf = 0) | 0.90 |
| Deepest drawdown | -21.3% |
| Drawdown peak → trough | 2022-04-20 → 2022-09-26 |
Over the 5.7 years to 2026-09-21 the fund returned +127.1% in total (+15.5% a year), with a deepest drawdown of -21.3% from 2022-04-20 to 2022-09-26. Its worst calendar year was 2023 (+1.6%), its best 2021 (+24.8%).
| Year | INFL |
|---|---|
| 2026 | +19.6% |
| 2025 | +18.3% |
| 2024 | +23.3% |
| 2023 | +1.6% |
| 2022 | +2.6% |
| 2021 | +24.8% |
It does not say INFL 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 -21.3% 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.
More in US · Other: SPLG · CEFS · SECT · all fund pages