| SGDJ | |
|---|---|
| Total return | +178.5% |
| Annualised (CAGR) | +10.8% |
| Volatility (annualised) | +38.3% |
| Sharpe (rf = 0) | 0.28 |
| Deepest drawdown | -57.8% |
| Drawdown peak → trough | 2021-01-05 → 2022-09-27 |
Over the 10.0 years to 2026-09-21 the fund returned +178.5% in total (+10.8% a year), with a deepest drawdown of -57.8% from 2021-01-05 to 2022-09-27. Its worst calendar year was 2016 (-28.8%), its best 2025 (+174.6%).
| Year | SGDJ |
|---|---|
| 2026 | +13.8% |
| 2025 | +174.6% |
| 2024 | +19.7% |
| 2023 | +6.6% |
| 2022 | -27.5% |
| 2021 | -15.1% |
| 2020 | +47.8% |
| 2019 | +37.0% |
| 2018 | -25.6% |
| 2017 | +5.9% |
| 2016 | -28.8% |
It does not say SGDJ 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 -57.8% 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.
More in US · Sectors: COPX · AIRR · AMLP · all fund pages