| IWD | |
|---|---|
| Total return | +196.9% |
| Annualised (CAGR) | +11.5% |
| Volatility (annualised) | +15.5% |
| Sharpe (rf = 0) | 0.74 |
| Deepest drawdown | -38.5% |
| Drawdown peak → trough | 2020-02-13 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +196.9% in total (+11.5% a year), with a deepest drawdown of -38.5% from 2020-02-13 to 2020-03-23. Its worst calendar year was 2018 (-8.4%), its best 2019 (+26.1%).
| Year | IWD |
|---|---|
| 2026 | +21.3% |
| 2025 | +15.7% |
| 2024 | +14.2% |
| 2023 | +11.4% |
| 2022 | -7.7% |
| 2021 | +24.9% |
| 2020 | +2.7% |
| 2019 | +26.1% |
| 2018 | -8.4% |
| 2017 | +13.5% |
| 2016 | +7.2% |
It does not say IWD 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 -38.5% 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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