| OEF | |
|---|---|
| Total return | +368.1% |
| Annualised (CAGR) | +16.7% |
| Volatility (annualised) | +15.5% |
| Sharpe (rf = 0) | 1.08 |
| Deepest drawdown | -31.4% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +368.1% in total (+16.7% a year), with a deepest drawdown of -31.4% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-21.0%), its best 2023 (+32.7%).
| Year | OEF |
|---|---|
| 2026 | +13.4% |
| 2025 | +19.8% |
| 2024 | +30.7% |
| 2023 | +32.7% |
| 2022 | -21.0% |
| 2021 | +29.2% |
| 2020 | +21.2% |
| 2019 | +31.9% |
| 2018 | -4.1% |
| 2017 | +21.8% |
| 2016 | +4.3% |
It does not say OEF 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 -31.4% 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.
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