| IYW | |
|---|---|
| Total return | +841.5% |
| Annualised (CAGR) | +25.1% |
| Volatility (annualised) | +21.1% |
| Sharpe (rf = 0) | 1.19 |
| Deepest drawdown | -39.4% |
| Drawdown peak → trough | 2021-12-27 → 2022-11-03 |
Over the 10.0 years to 2026-09-21 the fund returned +841.5% in total (+25.1% a year), with a deepest drawdown of -39.4% from 2021-12-27 to 2022-11-03. Its worst calendar year was 2022 (-34.8%), its best 2023 (+65.4%).
| Year | IYW |
|---|---|
| 2026 | +32.5% |
| 2025 | +25.4% |
| 2024 | +30.2% |
| 2023 | +65.4% |
| 2022 | -34.8% |
| 2021 | +35.4% |
| 2020 | +47.5% |
| 2019 | +46.6% |
| 2018 | -0.9% |
| 2017 | +36.6% |
| 2016 | +1.8% |
It does not say IYW 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 -39.4% 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.
More in US · Growth: SMH · SOXX · PSI · all fund pages