| IWO | |
|---|---|
| Total return | +158.8% |
| Annualised (CAGR) | +10.0% |
| Volatility (annualised) | +21.4% |
| Sharpe (rf = 0) | 0.47 |
| Deepest drawdown | -42.0% |
| Drawdown peak → trough | 2021-02-09 → 2022-06-16 |
| Fee (annual expense ratio) | 0.24% |
| Dividend yield (12m distributions) | 0.47% (as of 2026-09-29) |
Over the 10.0 years to 2026-09-29 the fund returned +158.8% in total (+10.0% a year), with a deepest drawdown of -42.0% from 2021-02-09 to 2022-06-16. Its worst calendar year was 2022 (-26.3%), its best 2020 (+34.7%).
| Year | IWO |
|---|---|
| 2026 | +10.8% |
| 2025 | +12.9% |
| 2024 | +15.0% |
| 2023 | +18.5% |
| 2022 | -26.3% |
| 2021 | +2.5% |
| 2020 | +34.7% |
| 2019 | +28.5% |
| 2018 | -9.4% |
| 2017 | +22.3% |
| 2016 | +4.8% |
+158.8% in total, which works out to +10.0% 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 -26.3% (net of fees, dividends reinvested). Its best year was 2020 (+34.7%).
-42.0%, from a peak on 2021-02-09 to a trough on 2022-06-16. From that trough it took 1208 days (about 39.7 months) to climb back to the earlier peak.
Over the last 12 months it distributed 0.47% 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.
0.24% a year, and it is already deducted from every return figure on this page. A fund charges it inside the fund rather than billing you, which is why fee differences show up as a smaller final balance, not as a line item.
It does not say IWO 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 -42.0% 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.