| PDEC | |
|---|---|
| Total return | +79.6% |
| Annualised (CAGR) | +9.0% |
| Volatility (annualised) | +8.9% |
| Sharpe (rf = 0) | 1.01 |
| Deepest drawdown | -19.3% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
Over the 6.8 years to 2026-09-21 the fund returned +79.6% in total (+9.0% a year), with a deepest drawdown of -19.3% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-5.9%), its best 2023 (+17.4%).
| Year | PDEC |
|---|---|
| 2026 | +9.0% |
| 2025 | +12.9% |
| 2024 | +9.5% |
| 2023 | +17.4% |
| 2022 | -5.9% |
| 2021 | +9.6% |
| 2020 | +8.5% |
| 2019 | +1.6% |
It does not say PDEC 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 -19.3% 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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