| IUS | |
|---|---|
| Total return | +217.1% |
| Annualised (CAGR) | +15.5% |
| Volatility (annualised) | +16.5% |
| Sharpe (rf = 0) | 0.94 |
| Deepest drawdown | -34.7% |
| Drawdown peak → trough | 2020-02-12 → 2020-03-23 |
Over the 8.0 years to 2026-09-21 the fund returned +217.1% in total (+15.5% a year), with a deepest drawdown of -34.7% from 2020-02-12 to 2020-03-23. Its worst calendar year was 2018 (-12.5%), its best 2021 (+32.2%).
| Year | IUS |
|---|---|
| 2026 | +22.1% |
| 2025 | +16.9% |
| 2024 | +16.5% |
| 2023 | +20.8% |
| 2022 | -8.4% |
| 2021 | +32.2% |
| 2020 | +15.1% |
| 2019 | +29.3% |
| 2018 | -12.5% |
It does not say IUS 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 -34.7% 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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