| SFY | |
|---|---|
| Total return | +238.6% |
| Annualised (CAGR) | +17.8% |
| Volatility (annualised) | +17.6% |
| Sharpe (rf = 0) | 1.01 |
| Deepest drawdown | -33.2% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
Over the 7.5 years to 2026-09-21 the fund returned +238.6% in total (+17.8% a year), with a deepest drawdown of -33.2% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-22.8%), its best 2024 (+29.8%).
| Year | SFY |
|---|---|
| 2026 | +17.9% |
| 2025 | +22.7% |
| 2024 | +29.8% |
| 2023 | +29.3% |
| 2022 | -22.8% |
| 2021 | +28.0% |
| 2020 | +24.5% |
| 2019 | +13.4% |
It does not say SFY 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 -33.2% 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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