| SDCI | |
|---|---|
| Total return | +166.1% |
| Annualised (CAGR) | +12.4% |
| Volatility (annualised) | +16.6% |
| Sharpe (rf = 0) | 0.75 |
| Deepest drawdown | -45.8% |
| Drawdown peak → trough | 2018-05-22 → 2020-03-18 |
Over the 8.4 years to 2026-09-21 the fund returned +166.1% in total (+12.4% a year), with a deepest drawdown of -45.8% from 2018-05-22 to 2020-03-18. Its worst calendar year was 2018 (-13.9%), its best 2026 (+42.1%).
| Year | SDCI |
|---|---|
| 2026 | +42.1% |
| 2025 | +17.5% |
| 2024 | +18.0% |
| 2023 | -0.9% |
| 2022 | +32.9% |
| 2021 | +36.5% |
| 2020 | -10.6% |
| 2019 | -2.4% |
| 2018 | -13.9% |
It does not say SDCI 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 -45.8% 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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