| QUAL | |
|---|---|
| Total return | +280.0% |
| Annualised (CAGR) | +14.3% |
| Volatility (annualised) | +15.6% |
| Sharpe (rf = 0) | 0.92 |
| Deepest drawdown | -34.1% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
Over the 10.0 years to 2026-09-22 the fund returned +280.0% in total (+14.3% a year), with a deepest drawdown of -34.1% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-20.5%), its best 2019 (+33.9%).
| Year | QUAL |
|---|---|
| 2026 | +12.7% |
| 2025 | +12.7% |
| 2024 | +22.3% |
| 2023 | +30.9% |
| 2022 | -20.5% |
| 2021 | +26.9% |
| 2020 | +17.0% |
| 2019 | +33.9% |
| 2018 | -5.7% |
| 2017 | +22.3% |
| 2016 | +2.5% |
It does not say QUAL 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 -34.1% 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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