| IYE | |
|---|---|
| Total return | +146.3% |
| Annualised (CAGR) | +9.4% |
| Volatility (annualised) | +29.8% |
| Sharpe (rf = 0) | 0.32 |
| Deepest drawdown | -68.6% |
| Drawdown peak → trough | 2018-10-09 → 2020-03-18 |
Over the 10.0 years to 2026-09-21 the fund returned +146.3% in total (+9.4% a year), with a deepest drawdown of -68.6% from 2018-10-09 to 2020-03-18. Its worst calendar year was 2020 (-33.5%), its best 2022 (+60.3%).
| Year | IYE |
|---|---|
| 2026 | +39.9% |
| 2025 | +7.3% |
| 2024 | +6.1% |
| 2023 | -2.2% |
| 2022 | +60.3% |
| 2021 | +53.4% |
| 2020 | -33.5% |
| 2019 | +10.0% |
| 2018 | -19.3% |
| 2017 | -1.8% |
| 2016 | +10.9% |
It does not say IYE 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 -68.6% 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.
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