| KBWP | |
|---|---|
| Total return | +212.4% |
| Annualised (CAGR) | +12.1% |
| Volatility (annualised) | +16.8% |
| Sharpe (rf = 0) | 0.72 |
| Deepest drawdown | -39.7% |
| Drawdown peak → trough | 2020-02-11 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +212.4% in total (+12.1% a year), with a deepest drawdown of -39.7% from 2020-02-11 to 2020-03-23. Its worst calendar year was 2018 (-2.7%), its best 2024 (+30.5%).
| Year | KBWP |
|---|---|
| 2026 | +1.5% |
| 2025 | +11.5% |
| 2024 | +30.5% |
| 2023 | +7.1% |
| 2022 | +10.1% |
| 2021 | +20.7% |
| 2020 | -2.0% |
| 2019 | +28.7% |
| 2018 | -2.7% |
| 2017 | +8.9% |
| 2016 | +11.4% |
It does not say KBWP 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 -39.7% 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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