| JQUA | |
|---|---|
| Total return | +242.2% |
| Annualised (CAGR) | +14.9% |
| Volatility (annualised) | +15.2% |
| Sharpe (rf = 0) | 0.98 |
| Deepest drawdown | -32.9% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
Over the 8.9 years to 2026-09-21 the fund returned +242.2% in total (+14.9% a year), with a deepest drawdown of -32.9% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-13.5%), its best 2021 (+28.7%).
| Year | JQUA |
|---|---|
| 2026 | +18.8% |
| 2025 | +11.7% |
| 2024 | +21.2% |
| 2023 | +25.1% |
| 2022 | -13.5% |
| 2021 | +28.7% |
| 2020 | +16.5% |
| 2019 | +28.5% |
| 2018 | -3.0% |
| 2017 | +5.1% |
It does not say JQUA 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 -32.9% 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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