| LCTU | |
|---|---|
| Total return | +92.4% |
| Annualised (CAGR) | +12.7% |
| Volatility (annualised) | +15.5% |
| Sharpe (rf = 0) | 0.82 |
| Deepest drawdown | -25.9% |
| Drawdown peak → trough | 2022-01-04 → 2022-10-12 |
Over the 5.5 years to 2026-09-21 the fund returned +92.4% in total (+12.7% a year), with a deepest drawdown of -25.9% from 2022-01-04 to 2022-10-12. Its worst calendar year was 2022 (-20.0%), its best 2023 (+25.4%).
| Year | LCTU |
|---|---|
| 2026 | +12.5% |
| 2025 | +17.0% |
| 2024 | +24.0% |
| 2023 | +25.4% |
| 2022 | -20.0% |
| 2021 | +17.5% |
It does not say LCTU 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 -25.9% 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.
More in US · Broad: IWY · MGK · OEF · all fund pages