| ITB | |
|---|---|
| Total return | +244.4% |
| Annualised (CAGR) | +13.2% |
| Volatility (annualised) | +29.6% |
| Sharpe (rf = 0) | 0.44 |
| Deepest drawdown | -52.1% |
| Drawdown peak → trough | 2020-02-20 → 2020-03-23 |
| Dividend yield (12m distributions) | 1.43% (as of 2026-09-29) |
Over the 10.0 years to 2026-09-29 the fund returned +244.4% in total (+13.2% a year), with a deepest drawdown of -52.1% from 2020-02-20 to 2020-03-23. Its worst calendar year was 2018 (-30.9%), its best 2023 (+68.9%).
| Year | ITB |
|---|---|
| 2026 | -7.9% |
| 2025 | -5.3% |
| 2024 | +2.1% |
| 2023 | +68.9% |
| 2022 | -26.3% |
| 2021 | +49.3% |
| 2020 | +26.4% |
| 2019 | +48.7% |
| 2018 | -30.9% |
| 2017 | +59.7% |
| 2016 | +0.4% |
+244.4% in total, which works out to +13.2% 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.
2018 — its calendar-year return was -30.9% (net of fees, dividends reinvested). Its best year was 2023 (+68.9%).
-52.1%, from a peak on 2020-02-20 to a trough on 2020-03-23. From that trough it took 126 days (about 4.1 months) to climb back to the earlier peak.
Over the last 12 months it distributed 1.43% 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 ITB 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 -52.1% 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.