| PTNQ | |
|---|---|
| Total return | +317.5% |
| Annualised (CAGR) | +15.4% |
| Volatility (annualised) | +14.3% |
| Sharpe (rf = 0) | 1.08 |
| Deepest drawdown | -28.1% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-16 |
Over the 10.0 years to 2026-09-22 the fund returned +317.5% in total (+15.4% a year), with a deepest drawdown of -28.1% from 2020-02-19 to 2020-03-16. Its worst calendar year was 2022 (-16.0%), its best 2023 (+34.7%).
| Year | PTNQ |
|---|---|
| 2026 | +14.6% |
| 2025 | +7.2% |
| 2024 | +15.5% |
| 2023 | +34.7% |
| 2022 | -16.0% |
| 2021 | +13.2% |
| 2020 | +29.4% |
| 2019 | +24.0% |
| 2018 | +8.5% |
| 2017 | +32.7% |
| 2016 | -0.5% |
It does not say PTNQ 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 -28.1% 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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