| IWR | |
|---|---|
| Total return | +186.9% |
| Annualised (CAGR) | +11.1% |
| Volatility (annualised) | +17.4% |
| Sharpe (rf = 0) | 0.64 |
| Deepest drawdown | -40.6% |
| Drawdown peak → trough | 2020-02-20 → 2020-03-23 |
| Dividend yield (12m distributions) | 1.19% (as of 2026-09-29) |
Over the 10.0 years to 2026-09-29 the fund returned +186.9% in total (+11.1% a year), with a deepest drawdown of -40.6% from 2020-02-20 to 2020-03-23. Its worst calendar year was 2022 (-17.5%), its best 2019 (+30.2%).
| Year | IWR |
|---|---|
| 2026 | +12.1% |
| 2025 | +10.4% |
| 2024 | +15.2% |
| 2023 | +17.1% |
| 2022 | -17.5% |
| 2021 | +22.4% |
| 2020 | +16.9% |
| 2019 | +30.2% |
| 2018 | -9.1% |
| 2017 | +18.3% |
| 2016 | +4.0% |
+186.9% in total, which works out to +11.1% 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 -17.5% (net of fees, dividends reinvested). Its best year was 2019 (+30.2%).
-40.6%, from a peak on 2020-02-20 to a trough on 2020-03-23. From that trough it took 203 days (about 6.7 months) to climb back to the earlier peak.
Over the last 12 months it distributed 1.19% 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 IWR 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 -40.6% 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.