| PPLT | |
|---|---|
| Total return | +56.9% |
| Annualised (CAGR) | +4.6% |
| Volatility (annualised) | +24.6% |
| Sharpe (rf = 0) | 0.19 |
| Deepest drawdown | -44.0% |
| Drawdown peak → trough | 2026-01-23 → 2026-06-30 |
| Dividend yield (12m distributions) | 0.00% (no distributions) |
Over the 10.0 years to 2026-09-29 the fund returned +56.9% in total (+4.6% a year), with a deepest drawdown of -44.0% from 2026-01-23 to 2026-06-30. Its worst calendar year was 2026 (-17.0%), its best 2025 (+124.5%).
| Year | PPLT |
|---|---|
| 2026 | -17.0% |
| 2025 | +124.5% |
| 2024 | -8.9% |
| 2023 | -8.2% |
| 2022 | +10.4% |
| 2021 | -10.8% |
| 2020 | +10.8% |
| 2019 | +20.9% |
| 2018 | -15.0% |
| 2017 | +2.4% |
| 2016 | -12.4% |
+56.9% in total, which works out to +4.6% a year over the 10 years to 2026-09-29. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2026 — its calendar-year return was -17.0% (net of fees, dividends reinvested). Its best year was 2025 (+124.5%).
-44.0%, from a peak on 2026-01-23 to a trough on 2026-06-30. As of 2026-09-29 it had not climbed back to that earlier peak.
No — over the last 12 months it made no distributions (as of 2026-09-29). Every return figure on this page is therefore price-only.
It does not say PPLT 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 -44.0% 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.