| IUSG | |
|---|---|
| Total return | +409.1% |
| Annualised (CAGR) | +17.7% |
| Volatility (annualised) | +17.3% |
| Sharpe (rf = 0) | 1.02 |
| Deepest drawdown | -32.3% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +409.1% in total (+17.7% a year), with a deepest drawdown of -32.3% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-28.8%), its best 2024 (+34.7%).
| Year | IUSG |
|---|---|
| 2026 | +16.6% |
| 2025 | +21.2% |
| 2024 | +34.7% |
| 2023 | +29.3% |
| 2022 | -28.8% |
| 2021 | +31.3% |
| 2020 | +32.6% |
| 2019 | +30.6% |
| 2018 | -0.8% |
| 2017 | +27.0% |
| 2016 | +1.4% |
It does not say IUSG 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 -32.3% 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.
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