| SPHB | |
|---|---|
| Total return | +432.1% |
| Annualised (CAGR) | +18.2% |
| Volatility (annualised) | +25.9% |
| Sharpe (rf = 0) | 0.70 |
| Deepest drawdown | -46.8% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +432.1% in total (+18.2% a year), with a deepest drawdown of -46.8% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2022 (-20.6%), its best 2021 (+40.6%).
| Year | SPHB |
|---|---|
| 2026 | +30.1% |
| 2025 | +32.9% |
| 2024 | +8.5% |
| 2023 | +33.3% |
| 2022 | -20.6% |
| 2021 | +40.6% |
| 2020 | +25.6% |
| 2019 | +34.0% |
| 2018 | -15.5% |
| 2017 | +17.9% |
| 2016 | +13.8% |
It does not say SPHB 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 -46.8% 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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