| INIYX | |
|---|---|
| Total return | +298.72% |
| Annualised (CAGR) | +14.84% |
| Volatility (annualised) | +34.50% |
| Sharpe (rf = 0) | 0.43 |
| Deepest drawdown | -50.73% |
| Drawdown peak → trough | 2020-08-05 → 2022-09-26 |
| Dividend yield (12m distributions) | 5.49% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +298.72% in total (+14.84% a year), with a deepest drawdown of -50.73% from 2020-08-05 to 2022-09-26. Its worst calendar year was 2016 (-21.26%), its best 2025 (+166.62%).
| Year | INIYX |
|---|---|
| 2026 | +8.40% |
| 2025 | +166.62% |
| 2024 | +14.19% |
| 2023 | +10.13% |
| 2022 | -13.55% |
| 2021 | -14.02% |
| 2020 | +41.68% |
| 2019 | +38.52% |
| 2018 | -15.71% |
| 2017 | +13.29% |
| 2016 | -21.26% |
+298.72% in total, which works out to +14.84% 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.
2016 — its calendar-year return was -21.26% (net of fees, dividends reinvested). Its best year was 2025 (+166.62%).
-50.73%, from a peak on 2020-08-05 to a trough on 2022-09-26. From that trough it took 757 days (about 24.9 months) to climb back to the earlier peak.
Over the last 12 months it distributed 5.49% 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 INIYX 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 -50.73% 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.