| LVHI | |
|---|---|
| Total return | +202.7% |
| Annualised (CAGR) | +11.7% |
| Volatility (annualised) | +11.0% |
| Sharpe (rf = 0) | 1.06 |
| Deepest drawdown | -32.3% |
| Drawdown peak → trough | 2020-02-20 → 2020-03-16 |
Over the 10.0 years to 2026-09-21 the fund returned +202.7% in total (+11.7% a year), with a deepest drawdown of -32.3% from 2020-02-20 to 2020-03-16. Its worst calendar year was 2020 (-8.7%), its best 2025 (+27.1%).
| Year | LVHI |
|---|---|
| 2026 | +18.6% |
| 2025 | +27.1% |
| 2024 | +14.8% |
| 2023 | +17.4% |
| 2022 | +3.8% |
| 2021 | +18.2% |
| 2020 | -8.7% |
| 2019 | +18.3% |
| 2018 | -5.3% |
| 2017 | +12.3% |
| 2016 | +5.6% |
It does not say LVHI 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 -32.3% 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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