| OUNZ | |
|---|---|
| Total return | +216.0% |
| Annualised (CAGR) | +12.2% |
| Volatility (annualised) | +15.3% |
| Sharpe (rf = 0) | 0.80 |
| Deepest drawdown | -26.3% |
| Drawdown peak → trough | 2026-01-29 → 2026-07-16 |
Over the 10.0 years to 2026-09-21 the fund returned +216.0% in total (+12.2% a year), with a deepest drawdown of -26.3% from 2026-01-29 to 2026-07-16. Its worst calendar year was 2016 (-13.8%), its best 2025 (+64.0%).
| Year | OUNZ |
|---|---|
| 2026 | +0.7% |
| 2025 | +64.0% |
| 2024 | +26.8% |
| 2023 | +12.8% |
| 2022 | -0.5% |
| 2021 | -4.0% |
| 2020 | +24.7% |
| 2019 | +18.0% |
| 2018 | -2.1% |
| 2017 | +12.8% |
| 2016 | -13.8% |
It does not say OUNZ 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 -26.3% 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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