| IWN | |
|---|---|
| Total return | +145.0% |
| Annualised (CAGR) | +9.4% |
| Volatility (annualised) | +21.3% |
| Sharpe (rf = 0) | 0.44 |
| Deepest drawdown | -46.1% |
| Drawdown peak → trough | 2018-08-22 → 2020-03-23 |
| Dividend yield (12m distributions) | 1.54% (as of 2026-09-29) |
Over the 10.0 years to 2026-09-29 the fund returned +145.0% in total (+9.4% a year), with a deepest drawdown of -46.1% from 2018-08-22 to 2020-03-23. Its worst calendar year was 2022 (-14.8%), its best 2021 (+28.0%).
| Year | IWN |
|---|---|
| 2026 | +17.2% |
| 2025 | +12.4% |
| 2024 | +7.6% |
| 2023 | +14.6% |
| 2022 | -14.8% |
| 2021 | +28.0% |
| 2020 | +4.7% |
| 2019 | +22.0% |
| 2018 | -13.0% |
| 2017 | +7.7% |
| 2016 | +15.5% |
+145.0% in total, which works out to +9.4% 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.
2022 — its calendar-year return was -14.8% (net of fees, dividends reinvested). Its best year was 2021 (+28.0%).
-46.1%, from a peak on 2018-08-22 to a trough on 2020-03-23. From that trough it took 267 days (about 8.8 months) to climb back to the earlier peak.
Over the last 12 months it distributed 1.54% 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 IWN 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 -46.1% 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.