| IWP | |
|---|---|
| Total return | +203.6% |
| Annualised (CAGR) | +11.7% |
| Volatility (annualised) | +18.8% |
| Sharpe (rf = 0) | 0.62 |
| Deepest drawdown | -38.6% |
| Drawdown peak → trough | 2021-11-16 → 2022-06-16 |
| Dividend yield (12m distributions) | 0.38% (as of 2026-09-29) |
Over the 10.0 years to 2026-09-29 the fund returned +203.6% in total (+11.7% a year), with a deepest drawdown of -38.6% from 2021-11-16 to 2022-06-16. Its worst calendar year was 2022 (-26.9%), its best 2020 (+35.2%).
| Year | IWP |
|---|---|
| 2026 | +1.0% |
| 2025 | +8.5% |
| 2024 | +21.9% |
| 2023 | +25.7% |
| 2022 | -26.9% |
| 2021 | +12.6% |
| 2020 | +35.2% |
| 2019 | +35.0% |
| 2018 | -4.9% |
| 2017 | +24.9% |
| 2016 | +1.3% |
+203.6% in total, which works out to +11.7% 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 -26.9% (net of fees, dividends reinvested). Its best year was 2020 (+35.2%).
-38.6%, from a peak on 2021-11-16 to a trough on 2022-06-16. From that trough it took 848 days (about 27.9 months) to climb back to the earlier peak.
Over the last 12 months it distributed 0.38% 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 IWP 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 -38.6% 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.