| IXN | |
|---|---|
| Total return | +771.9% |
| Annualised (CAGR) | +24.2% |
| Volatility (annualised) | +21.0% |
| Sharpe (rf = 0) | 1.15 |
| Deepest drawdown | -36.3% |
| Drawdown peak → trough | 2021-12-27 → 2022-10-12 |
Over the 10.0 years to 2026-09-21 the fund returned +771.9% in total (+24.2% a year), with a deepest drawdown of -36.3% from 2021-12-27 to 2022-10-12. Its worst calendar year was 2022 (-29.9%), its best 2023 (+53.0%).
| Year | IXN |
|---|---|
| 2026 | +41.0% |
| 2025 | +25.2% |
| 2024 | +24.8% |
| 2023 | +53.0% |
| 2022 | -29.9% |
| 2021 | +29.6% |
| 2020 | +43.6% |
| 2019 | +47.9% |
| 2018 | -5.4% |
| 2017 | +41.2% |
| 2016 | +0.3% |
It does not say IXN 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 -36.3% 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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