| PTLC | |
|---|---|
| Total return | +188.8% |
| Annualised (CAGR) | +11.2% |
| Volatility (annualised) | +12.1% |
| Sharpe (rf = 0) | 0.92 |
| Deepest drawdown | -26.6% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-12 |
Over the 10.0 years to 2026-09-21 the fund returned +188.8% in total (+11.2% a year), with a deepest drawdown of -26.6% from 2020-02-19 to 2020-03-12. Its worst calendar year was 2022 (-8.6%), its best 2021 (+27.9%).
| Year | PTLC |
|---|---|
| 2026 | +8.7% |
| 2025 | +5.1% |
| 2024 | +24.3% |
| 2023 | +16.8% |
| 2022 | -8.6% |
| 2021 | +27.9% |
| 2020 | -1.1% |
| 2019 | +17.6% |
| 2018 | +1.5% |
| 2017 | +21.4% |
| 2016 | +4.1% |
It does not say PTLC 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 -26.6% 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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