| RDIV | |
|---|---|
| Total return | +172.3% |
| Annualised (CAGR) | +10.5% |
| Volatility (annualised) | +20.6% |
| Sharpe (rf = 0) | 0.51 |
| Deepest drawdown | -49.9% |
| Drawdown peak → trough | 2020-01-16 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +172.3% in total (+10.5% a year), with a deepest drawdown of -49.9% from 2020-01-16 to 2020-03-23. Its worst calendar year was 2020 (-9.2%), its best 2021 (+29.1%).
| Year | RDIV |
|---|---|
| 2026 | +16.9% |
| 2025 | +12.4% |
| 2024 | +15.1% |
| 2023 | +4.7% |
| 2022 | +7.1% |
| 2021 | +29.1% |
| 2020 | -9.2% |
| 2019 | +22.6% |
| 2018 | -4.8% |
| 2017 | +11.6% |
| 2016 | +5.0% |
It does not say RDIV 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 -49.9% 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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