| IWL | |
|---|---|
| Total return | +354.4% |
| Annualised (CAGR) | +16.3% |
| Volatility (annualised) | +15.4% |
| Sharpe (rf = 0) | 1.06 |
| Deepest drawdown | -32.7% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +354.4% in total (+16.3% a year), with a deepest drawdown of -32.7% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-19.9%), its best 2019 (+31.4%).
| Year | IWL |
|---|---|
| 2026 | +13.5% |
| 2025 | +19.1% |
| 2024 | +27.1% |
| 2023 | +29.8% |
| 2022 | -19.9% |
| 2021 | +27.8% |
| 2020 | +22.1% |
| 2019 | +31.4% |
| 2018 | -3.3% |
| 2017 | +22.9% |
| 2016 | +4.3% |
It does not say IWL 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 -32.7% 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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